Let's Get Honest! Blog: Absolutely Uncommon Analysis of Family & Conciliation Courts' Operations, Practices, & History

'A Different Kind of Attention Develops Sound Judgment' | 'Suppose I'm Right Here?…' (posted 3/23 & 3/5/2014). Over 680 posts, Public-Interest Investigative Blogging On These Matters Since 2009.

Freedom of the Press IS on the Auction Block (Rupert Murdoch, Walter Annenberg empires: Consolidate, New Markets, Buy&Sell, handle the Scandals, go public, go private, keep on trucking…)

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Consciousness-raising on this ongoing Auction Block reality is always timely.

THIS POST IS: Freedom of the Press IS on the Auction Block  (Rupert Murdoch, Walter Annenberg empires: Consolidate, New Markets, Buy&Sell, handle the Scandals, go public, go private, keep on trucking…) and its case-sensitive short-link ends “-6BH.” [excluding the “.”]

Attempting to differentiate what I do here, and my purpose in doing it, from journalistic, personal anecdotal, or high-profile (poster child) case anecdotal reporting, and cause-based rhetoric on many of the same topics on which those journalistic, anecdotal types of reporting have been dominant:  family courts, domestic violence, marriage/fatherhood, child support, divorce-custody and so forth, has been an ongoing theme in my blogging.  We should recognize that, and I call attention to this situation, information on these topics that is publicized on-line may comes from both secondary, pro-bono (volunteer) social media reblogging, and primary sponsorship — which primary (organization) sponsorship may be itself several levels deep as to seeding one rhetoric or another (and with this recommended solutions).

Beyond how many levels deep is sponsorship of the reporting websites/organizations (that others like to quote, repost, and reblog) is the question of sponsorship of the technology platforms on which the rhetoric is itself disseminated, decade by decade, 1900s – 2000s.  This brings us into the question of high-technology media corporations, conferences, and just how profitable the sector is — although when it’s NOT profitable, someone’s company or subsidiary IS going to get sold off sooner or later.  At the bottom of this post, I take a single corporation’s history on a timeline and show some of the trends — all of which relates to the on-line news, other media, and print (where they still exist) publications, and who owns whose at any point in time.

Yet another factor comes up when professional journals (such as the Family Court Review with its affiliations) about which the average person NOT into the professional fields involved, whether academic or “created” fields (domestic violence advocates, fatherhood researchers or practitioners, etc. may not even know, and to which therefore they cannot respond properly, or timely, which is to say, effectively.  This is no accident!

Institutions (such as universities) have their own additional blogs and websites to further promote ideologies which the public, in general, may be completely unaware of, between comparing the mainstream news media (ABC, NBC, CBS — PBS — or now, Fox) with their favorite right-wing or progressive news outlets, a choice of “pro or con” a limited series of issues which BOTH sides profit from debating in public.

Up next (as part of demonstrating this situation), I have an example of law-school sponsored journalism hooking up with another private nonprofit-university published journal seeking, deliberately over time, to transform the systems of:  family courts, juvenile justice, school truancy law, and of course behavioral health/social science-related services.  I remember exactly what search phrase led me to become aware of this center, but unless you happened to be on the lawschool website and curious about one of its many “Centers” and take that curiosity some steps further, you might not have known.  (Next images show first, the lawschool banner, then that banner with the “Centers” dropdown — in fine print):

UCBaltimore SOLaw Home page

UCBaltimore SOLaw Home page showing drop-down menu for “Centers” in very fine print) Click for full-sized.

LAW UBALT EDU Centers, annotated + showing the CFCC (Screen Shot 2017-04-21 at 4.04PM)

UCBaltimore SOLaw Home page; having clicked on “CFCC” option, the donors name in such large letters, important parts of the page aren’t even visible on the top half (scroll down to see now more overt connections between CFCC founder and AFCC-affiliated (co-published) Family Court Review, of which this Associate Professor is now Editor in Chief. And, newsletters, and recommendations for a new post-JD certificate in family law, etc.

And the trend is to Unify under themes controlled, again, by private interests — but in the case of UBaltimore School of Law, that university is part of the Maryland State System.  And I have already posted on the influence of this particular center WITHIN the law school having had a role of pushing through the setup of family court divisions when it COULD NOT and WAS NOT being passed legislatively.  It was done administratively through a well-known presiding judge at the time (Chief Administrative Judge Bell) with a well-known and clearly well-earned civil rights record.  I am not going to hunt up all my specific links, but believe they will be found on the TOC page under late 2013 as I recall. For example:  Dec 22, 2013, my “Eavesdropping into an Indoctrination Center; Hindsight from a Pilot Project Outpost” specifically references this CFCC and one of its founders, Barbara Babb.  Next to images are screenshots from that part of the post, including one link to an article cited on turning the tide, and endorsing this “unified family court” concept for “families and children,” which is to say, most people!

No apologies for the sarcastic tone, either!

#1 of 3 from my Dec 22, 2013 post referencing UBaltimore School of Law CFCC in re creation of the family law division (late 1990s) in Maryland — through an administrative judicial ruling

#2 of 3 from my 12/22/2013 blog

Title and publication/issue# referenced in Image 2 of 3 from my 12/22/2013 post

Here’s another example I discovered not too long ago from a UBaltimore School of Law CFCC website which I sarcastically (but I still say, accurately) referred to as an “AFCC Outpost” in late 2014.  Predictably, they are recommending more training of judges and in fact, a post-J.D. certification regarding family law issues.

This theme refers to the private, professional journals which, when read, reveal intent to affect public institutions.

However that is not the major emphasis of this post.  Below this illustrated section, I will talk more about the sale of Triangle Publications (and with it, TV Guide) in ONE large section involving (at least) TWO major actors (see post title for which one).


AND, below that, in a different (more gray) background-color, a section on  high-technology specialty corporations buying and selling each other over time, using for an example the 1971-formed CMP Publications.  I think it’s interesting, and sale of THAT media wealth (ca. 1999) helped set up yet another privately controlled family foundation which went — where else? — into education reform, this time, the “progressive” way.

I would like to have here provided access with active links to this Spring (April 2017) Full Court Press issue (3 annotated images below) to readers, however none were provided (the links were basically NOT active) on my received email and I see from the website (Scroll down further, it’s on the left sidebar) where this “Full Court Press” might normally show up (and a Summer 2016 version of “The Unified Court Connection, 17th issue” (and the Spring 2017 one is called the 18th issue) is supplied, it may not be yet available on their main website.  Odd, that!  But, you can learn there its stated goals:

CFCC primary goals are to:

  • Deliver cutting-edge family law education by engaging law students in real-life learning opportunities   [[i.e., mentoring fresh generations of law students in the “RIght Way” to think about family courts]]
  • Promote the development of unified family courts to provide children and families with a single court system with comprehensive subject-matter jurisdiction
  • Improve the delivery of legal, social, judicial, administrative and other services within the family justice system, including evaluating family court systems
  • Develop training programs and tools for judges, court staff and attorneys to build their understanding of the complex issues underlying family law proceedings
  • Support school success for children by bringing together judges, attorneys, law students and other members of the legal community to improve school attendance, reform school discipline practices and protect legal rights for children in school

We invite you to learn more about what we arewhat we do, and how you can get involved with our work.

This CFCC (now named after alumni donors, a married couple) is innately intertwined with private nonprofit associations and has been since is 2000 co-founding. There is a clear intent to protect the proprietary “Train the judges, protect AND EXPAND our turf” visible, with the emphasis on therapeutic jurisdiction, a “holistic approach” and all this said throughout to be in the public’s best interest, and families’.  Now it’s not enough to combine the unified family court jurisdictions, they also want to help steer entire communities, thus pretty much revealing the true colors behind the movement, from the start.

Image 1 of 3 (UBaltimore School of Law S&M Meyerhoff CFCC Spring 2017 Full Court Press) email alert

Image 2 of 3 (see caption for image 1). Note reference to Diane Nunn. Diane Nunn also has a long history  as an AFCC-affiliated person with the California Judicial Council (TOP ruling body of the Calif. courts)  AOC/CFCC, which CFCC historically has seemed to coordinate policies with CFCC here in Maryland.  Her AFCC affiliation is not mentioned here but (see image 3 of 3) this CFCC’s is now more “out in the open.”

Image 3 of 3 (annotated, Click HERE to read my comments on the AFCC affiliations .Note reference to Barbara Babb (co-founder of this) now being Editor in Chief of the (AFCC-Hofstra Univ. -produced) “Family Court Review.” Notice also reference to yet more certifications and trainings being recommended (for both judges and lawyers) and continued promotion of “Unified Family Courts”
















There is a place and importance to telling one’s story, but when it comes to advocacy, analysis and exposure of the problems in the above areas, who is using the story for what purpose has to be determined, and those in the least advantaged position at any point in the time, should be most concerned to determine, through following the financial and corporate funding trails (profit and nonprofit) WHO is behind the message they’re repeating, for free presumably, to the world in seeking:  justice, court reform, protection, (etc.) from any government entity.

It takes at least two sides to play ping-pong, tetherball, or Good Cop/Bad Cop with a single theme.

I have continued to say, that vocabulary has to be business and accounting related, and to be wide enough in scope, it must incorporate the financial relationships with government.  And I have continued to demonstrate what you can find once you start looking into that.

People do not seem to realize (in my experience) that once you become entrenched in a subject matter side to the point of NOT perceiving the operational foundations of those propagating it, you lose objectivity and credibility, period. Credibility becomes limited to those who happen to side with you already, or who may help further a journalistic career writing up the problems for their publications, whether as employee or freelance.

People eager for change and reform [again, I’m referring experientially to people in the family courts, domestic violence, marriage/fatherhood, child support, divorce-custody and related fields] also often don’t seek to distinguish between what is anecdotal (even if true) to others not personally eyewitnesses of the events, and what can be at least verified by others from afar as true statements, and from those true statements (qualified, of course, as to the credibility of their sources), compiling a reasonably comprehensive, fair, logical and set in a historic context, account for the present situation.

I would not expect 100% agreement “across the board” ever, but if these discussions cannot move out of the realms of religion or quasi-religious assertions, it should not be a viable discussion for public policy in the USA until consent is made to suspend the Constitution and formally declare instead a “theocracy.” That wouldn’t pass (I hope!), so instead, the trend has been to slip elements of major religious beliefs (again, either pro- or con- monotheism and male-dominance) in the back door –which is to say, functionally, administratively, and INdirectly.

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Challenging the Annenbergs’ Public Education Challenge Grants, Still Searching for AISR@Brown as a Form 990 filer, Still Scrutinizing Why We Accept that Privately Controlled, Synched, Billion-Dollar, Tax-Exempt Foundations Care about the Public as Much as About Controlling Their Collective Assets (and the Public, Lest It Start Demanding a Better Look at the Books!) [moved here 4-15-2017]

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This sprang un-mid-wifed (?) from the belly of another post,** where it’d grown submerged under that post’s main identity until ready to burst forth into a free-breathing, distinct publication from the other, as itself, and at a different street address (url) on the same blog.  I have been pregnant (and carried to term; they’re young adults now), so I do know what it feels like getting around the last few months: cumbersome. That’s how the other post was getting.

**the post (published 4/17/2017) which gestated (? incubated) this one:

Others talk so freely about conceiving, founding, launching and incubating various projects (or nonprofits) under some larger fiscal agent, or donor-advised-funds community foundations until they are “spun off” or “born,” I figure I can talk about having “given birth” to another post every now and then.   🙂  Sometimes, when I’m tangling too close with certain subject matter (here, the University of Pennsylvania and University of Southern California’s “Annenberg School of Communications” Trusts, not to mention the Annenberg Foundation itself) unpremeditated offspring are conceived.

So, this one being my “baby” I gave it a nice long name, in the  family (“FamilyCourtMatters)”tradition:

The first several paragraphs here overlap from the originating post, before I “get into it,” scrutinizing some of the Forms 990PF and relationships between various Annenberg projects and their main foundation. *** [see below next para. and link]

As previously explained (on the last post, above), this is a large family foundation (well, at least one) whose primary wealth came from ownership of publications/media field — the sale of “Triangle Publications,” by a second-generation business success, Walter H. Annenberg.

As much as I might want to elaborate more on this, after starting to do so here, I ‘re-allocated’ this into a spin-off post, which is now (a day later) complete and ready to go when this one is, under the name:

***And whose family style of philanthropy, prior generation and the new one (daughter Wallis), tends to put its name on the things it funds and endows — like entire schools within at least two universities, and to advertise about the amazing, large-scale things it has accomplished by the sheer scope and size of commitments.  No question this philanthropy is appreciated by the recipients, especially the art museums, but I do have a “show-us-the money” (financial reports) issue with the private-university-located entity which not only seeks to transform the US Public School system but also I gather to privately steer how, and in what direction, and to do this nonprofit and somewhat fiscally underground.

I also believe it’s time to start questioning the university homes (here, private universities) who help hide the cashflow involved while publicizing the program and project aspects, both this one, and other related ones.   

About this principle: I am noticing the habit across subject matters and at other universities also (example:  National Center for Adoption Law and Policy at Capital University in Columbus Ohio turns out to have been a trademark of the university, and while its featured website was referenced repeatedly on-line at different sites ending “*.org” or as I recall “*.edu”, at the end of the day, the website for which $230,000 (for starters) HHS funds were obtained by a Capital University Alumna (and US Rep), looks to have never been put up; the domain name is for sale with no redirect, and what was “NCALP” then became FYLaw, equally untraceable, most likely. You can see this interest across several of my posts within the last half year.

That was “Child Welfare Training” subject matter, but it also occurs in domestic or “Intimate Partner” violence prevention fields also (Ohio IPV Collaborative).  In reality, it may be less the subject matter than the accounting and reporting practices we should be paying attention to. At some levels, I believe the stated “cause” may be functioning as a hook, to reel in public support for the private or public/private consolidated interests (wealth, in other words) to problem-solve and retrain all involved in the new way of thinking, communicating, or in of course new electronic databases or platforms for the same.

In this post, “AISR” stands for one of the advertised projects for which I’m having some trouble locating financial reports (showing gross receipts, program-related revenues and expenses (payments to others, including subcontractors), plus annual reporting of a balance sheet, showing where are its investments), despite how popularly and widely it is referenced both by the involved universities and some of the funded nonprofits, some of which are either themselves networked, or helped start one (i.e., “Coalition for Essential Schools.”

If there IS no such Form 990-filing entity by the legitimate name AISR (written out), thing, then I would question why a corporation by that name was ever set up, which, as I established in my last post, Rhode Island Corporations Division says does exist; it has a business entity and listed board of directors, is classified as a nonprofit, and a start date is listed.

“AISR” represents “The Annenberg Institute for School Reform at Brown University” which is in the USA’s smallest state: Rhode Island or as the Secretary of State/Corporations Division website says “Rhode Island and the Providence Plantations.”

Here’s a street sign for the AISR but who can find its tax return (EIN#)?  I see there is a corporate filing for it.  Donations to it are coming (mostly) direct to Brown University EIN#; Brown being a private nonprofit, files its own Form 990s:

Ramifications: IF there is no proper EIN# (for example, if AISR is an UNregistered trademark of Brown University, or some other explanation), then what does that say about the famous Annenberg Foundation whose $500M to public education — and $50M of this to this institute named after the donors — is displayed on their website and recited faithfully in histories of the respective institutions?

If, by contrast (however) the secrecy and “catch-us-if-you-can” aspects of the cash flow TO the AISR is symptomatic of Brown University only, not the Annenberg Foundation whose claim is to have committed $50M gift to it months after its first $5M gift (and this in 1993), then PERHAPS the donee may be found by starting at the Annenberg Foundation end and working downwards as to the Public Challenge Grantees.

I cannot easily access EIN#s before this century, but early in this century did find a list of some of those grantees (but not named AISR and representing any EIN# outside of Brown U’s main #). Will show it below. This all will make more sense if you read the annotated images, not just the narratives around them.

What’s more, when a major foundation IS claiming to donate money which cannot be readily found on a financial report to an institute within a private university not subject to (or complying with requirements to) file — I figured perhaps it might be good to identify, in this situation, the OTHER “Challenge Grantees” specifically and see if, as a group, they are doing any better.  Perhaps also it is a symptom that something might be radically wrong with the entire picture; whether or not should be identified and whatever is wrong should be corrected. Where, for example, are the checks and balances?

CYC (found at AISR Brown University) Notice “Cradle to Career” is the goal.

At all points, when public schools major institutions are targeted for systemic change as sponsored by untrackable, or hard to follow private money, (projects of school districts across the country, who as specialized, special-purpose government entities, must maintain their pension funds, facilities management, maintenance, construction and acquisition at times (i.e. real estate), staff, administrative overhead, support staff, school security, books, computers and consumable classroom supplies, not to mention supply of properly qualified teachers, and security-screened for criminal backgrounds at all levels too — should we not already have familiarized ourselves with at least our own school districts’ financial statements too, how they are put together, and be able to tell when any unethical, immoral, or potential racketeering influence (RICO) might be operational?    And be talking about those financial statements with each other, as opposed to devouring the press and funded public relations material (only) about them?

If the school districts — and their projects, the schools —  are collectively a major “distressed asset” in which foundations wish to personally invest (or, have the public “divest” more and more) — shouldn’t we be able to see where they are dealing with the private contractors seeking to reform them in coordinated fashion based on theories from, for example, specific Harvard, Yale, Brown, Columbia University, Princeton or Ivy League models?  [This maroon font marks three paragraphs not on original post, in the “overlap” section].

From ANNENBERG FNDTN WEBSITE About Page 1989 – 1993 (School Reform) + 1958 School for Communciation at U of P (Screen Shot 2017-04-14 at 1.32PM (Goes with next image):

The School Reform challenge is featured on Annenberg Fndtn’s own summary of itself, along with establishing schools of communication in 3 institutions, and substantial contributions to art museums and endowed chairs at universities. It also gives a size reference for the initial funding of the foundation — sale of a media empire (Triangle) for, judging by this, $3.6 billion, presenting another major problem to be solved — federal taxes on capital gains! And, public image vis a vis the less well-endowed (i.e., the working poor and middle class).

The foundation still has a Pennsylvania Address, although its surviving Annenberg family members and some of the staff/contractors seem to be more in Southern California (Los Angeles, Beverly Hills, etc.).

Timeline FAQs from its “Who We Are” (after identifying as a family foundation).  Notice the years, please.

  • 1989 The Annenberg Foundation begins operations on July 1 with $1.2 billion in assets. [see also annotated image to left]
  • 1990 To focus attention on the needs of historically black colleges, the Annenberg Foundation makes a $50 million challenge gift in what becomes, at the time, the most successful fundraising drive ever by the United Negro College Fund.
  • 1993 The Annenberg Foundation makes a $25 million grant to Harvard University. The grant will be used for scholarships, seminar programs and renovations to historic Memorial Hall, including the creation of a freshman dining facility named for the Ambassador’s son, Roger Annenberg.
  • 1993 The Annenberg Foundation makes a historic commitment to public education with the $500 million Annenberg Challenge. The Annenberg Challenge is one of the largest gifts in philanthropic history and works to revive and inspire school reform efforts across the nation. Eighteen locally designed Challenge projects operated in 35 states,** funding 2,400 public schools that served more than 1.5 million students and 80,000 teachers. [[More on how it identifies (or doesn’t) these projects, below, look for the “**”]]
  • 1993 The Annenberg Foundation grants $120 million to the University of Pennsylvania.## The grant endows the Annenberg School for Communication and creates the Annenberg Public Policy Center, which conducts research and convenes discussions on the critical intersection of media, communication and public policy.

“**” and “##” mark two footnotes I’m making to the organization’s summary page.  “##” is addressed first, and several paragraphs below that, and likely next to an image, **.” Look for both the symbols and titles in those two colors to tell one from the other.

## Annenberg School of Communication Financial Relations with the University of Pennsylvania and the Annenbergs:  

This 1993 $120M endowment for the (pre-existing since 1958, per description above) Annenberg School for Communication at the University of Pennsylvania (“ASC at UofP” for convenience here) becomes interesting when eight years later, the UofP endows a trust whose income goes to the school, but is still controlled by Annenberg and their historic financial and legal managers from other foundations or trusts.

I found a 2002-funded Trust which was initially funded with $100M (even) FROM the University of Pennsylvania [currently held in the UofP’s “AIF” and possibly from it in the first place] which was from the start under the control of (a) a Dean or Director from the ASC at UofP, Annenberg Family Members (originally Leonore + Wallis; Leonore the mother died in 2009, her famous spouse Walter H. in 2002), some lawyers from (as the Form 990PFs show) from a Philadelphia Law firm Dilworth Paxson also known for handling other Annenberg financial and estate matters.  One of these men (Wm. J. Henrich) was previously successor to Triangle Publications when its owner (Ambassador Annenberg) stepped down in, I believe the NYT article showed, 1984.

Closer looks at some of the respective tax return details reveals operation practices and the larger strategy.

(Shown again below:   tinyurl.com/1984Nov16NYTHenrichSuccdsAnnbg.  Not too long after, Triangle Publications was sold?)

“AIF” is a term I found on the tax return, and as seen on a financial statement (at university site) must stand for Affiliated Investment Funds” managed by a third party, it says:

AIF is Associated Investments Fund third-parties-managed, then 2’8B (excerpt from FY2001 UofP Financial Statemt)” (<==click for full-sized).

I will post more on this below; I’m still trying to understand it and wrap my head around how a university as large as the University of Pennsylvania, around since 1740 (!!), could be operating as a private nonprofit, and not as is seen in other states whose similarly-named universities ARE often state corporations or instrumentalities, or may have started as land-grants, but going by the name “University of Pennsylvania” similar to other states   Apparently.

This would mean that Annenberg has chosen two PRIVATE universities for Schools of Communications (here, and Univ. of Southern California) and private university Brown for its AISR.

The interesting feature to me here is that what I considered a state university, and would expect to be subject to “CAFR” filings, is apparently (judging by the size and description of “Trustees of the University of Pennsylvania) instead, just a humongous 501©3, that is, a private, nonprofit.  Each state may do its state-supported university systems in its own way, but that was a real surprise for me.  The ramifications?  It may not have to produce the type of detailed reports that other government entities have to.  For a contrast, I’m working on a separate post looking at the Commonwealth of Pennsylvania’s CAFRs, not that this topic hasn’t been covered on this blog (and a related one) in earlier years.

Take a look! You’ll have to ignore the wrong name supplied by the FoundationCenter, again; the EIN# represented belongs to the “Trustees of the University of Pennsylvania” which a small image from the IRS “Exempt Organization Select Check” search page also shows.  Or, just click on any oddly named organization in the table here to see the Form 990 attached to it.

Total results: 3Search Again.

Out-Of-School Time Resource Center PA 2015 990 142 $17,230,855,000.00 23-1352685
Morris Arboretum PA 2014 990 238 $16,398,248,000.00 23-1352685
Institute of Contemporary Art PA 2013 990 204 $14,905,771,000.00 23-1352685

The IRS “Exempt Organizations Select” check search site verifies that contributions here are tax-deductible and who actually owns that EIN#:  “Trustees of the University of Philadelphia.”

$17 BILLION dollars of assets of course includes buildings, and liabilities to go with them.  BUT, a closer look shows it includes substantial investments and related companies (foreign and domestic).


Click to read Annotations and view full-sized (Sched E self-identification by U of P on its tax return)

The Annenberg Foundation “About Us” summary fails to mention that after it gave UofP $120M to endow the school named after the family and setting up another “Center” with the family name, eight years later, in 2002, the UofP then set up a trust controlled by ASC leadership and Annenberg family leadership, starting with $100M — and not too many years later, doubling in size, which income was to go to back to the University of Pennsylvania (i.e., the terms of the trust strictly controlled where its revenues went).  However, someone had to administer this, and over time I saw that the, or an independent subcontractor investment management firm (Bessemer) also had funds titled after itself in which the assets were invested, as well as being paid (as a subcontractors, plus separately, there would be also more “investment management fees”).

About Bessemer — this firm began when Phipps, who helped found Carnegie Steel, sold his share and (obviously) than had some investments to manage.  The investment company (1907 started) continued privately controlled, but by the 1970s began inviting in some of their kind (wealthy families, foundations, or trusts) to work with them.  https://en.wikipedia.org/wiki/Bessemer_Trust.  Still run by a Phipps descendant (as of this “Wiki”), it manages over $100 billion assets for its 2,300 clients, has offices all over the US in major cities, and the Cayman Islands, and London.  In 2001, this Bessemer Trust formed a partnership with someone from Morgan Stanley aimed at “middle market equity.” See next image:

Minimum investments to get involved in Bessemer Trust, if they want you, is $10M.

Guess what the 2001-formed partnership middle-market partnership specialized in?

“Lindsay Goldberg is an American private equity firm focused on leveraged buyout and growth capital investments in middle-market companies in such sectors as consumer products, commodity-based manufacturing, energy services, business services, financial services, energy transmission and waste disposal.[2]

The firm, which is based in New York City, was founded in 2001 by Alan Goldberg, who had previously served as chairman and CEO of Morgan Stanley Private Equity (later Metalmark Capital) and Robert Lindsay, who played a central role in the Bessemer Trust private equity business, serving most recently as Managing General Partner since 1991. Goldberg and Lindsay had worked together in the 1980s at Morgan Stanley and were founding members of the private equity business in 1984.

The firm has raised approximately $13 billion since inception, across four funds. The firm raised $2 billion for its first fund in 2002.[3] In 2006, the firm completed fundraising for its second fund with $3.1 billion of investor commitments.[4][5] In 2008, Lindsay Goldberg commenced raising its third fund with a target of $4.0 billion. As of November 2015, $3.4 billion had been raised toward its fourth fund.[6]

Leveraged buyouts and growth capital.  Per this (brief) Wiki, there was also some press over a controversy regarding one of the projects, Duff Capital Advisors, which lasted about one year, period, 2008-2009.

Investment in Duff Capital Advisors[edit]

In 2009, Lindsay Goldberg received media coverage for controversies related to its investment of $500 million in seed capital in Duff Capital Advisors.[8][9] Launched by former Morgan Stanley CFO Phil Duff, Duff Capital was led by financial services executive Eileen Murray, who served as its Co-Chief Executive Officer and President.[10] Duff Capital Advisors started in March 2008 and shut down in May 2009 prior to moving into the 43,400 square feet of office space, complete with food court, showers, and other amenities, which the company had leased in an office park in Greenwich, Connecticut.[11][12] Subsequent to the closure of Duff Capital Advisors, Phillip Duff formed Massif Partners, another hedge fund; however, Lindsay Goldberg declined to make an investment in this enterprise.[13] Massif Partners went on to encounter similar challenges to Duff Capital.[14]

(For timeline comparison, the alteration in the UofP / Annenberg School of Communications financial setup involved moving $100M into a trust “fbo” (for the benefit) of UofP in 2002 and another one “fbo” USC (University of Southern California), looks like the same amount or close to it, also about the same time.)  However, they weren’t involved with the partnership, just Bessemer Trusts.  BUT, later on, you can see the investments are in funds named “Bessemer” part of the time.  [I do not recall on which tax return, but remember seeing this.  Perhaps it was on the foundation proper and not one of the ASC Trusts…Anyone is free to review; I’ve provided the EIN#s…]

But here’s an image from a UoP tax return showing that EIN# as part of its overall “related entity” operations.  I’ll show the table for the same EIN# below.

Trustees of Univ of PN EIN# 231352685 FY2014 990 Excerpt showing ASC Trust as supporting entity.  Meanwhile, see also the corresponding entity’s filing (the ASC Trust at U of PENN) FY2014 Form 990 acknowledging the Univ of Pennsylvania as its own Schedule R Related Entity (and the only one, in fact):

** Annenberg Public Education Challenge (footnote to the Foundation’s summary page)

(**18 projects in 35 states by definition indicates crossing state jurisdiction lines, which helps break down accountability with the departments of education and school districts within each state involved.  But that’s nothing particularly new in the field of public/private partnerships…)

Question:  Where are the Foundation’s Forms and audited statements for year 2015? I can understand why 2016 may not be out yet — but why not 2015? (2015 return has not shown up yet on the FoundationCenter search, either) — this is the latest year showing as of now, April 2017.  They are two to three years behind in reporting to their own openly transparent website.

Annenberg Foundation PA 2014 990PF 101 $1,663,095,893.00 23-6257083

Above represents FY2014 because at this point their FYr.=Calendar Yr. That means FY2015 isn’t posted yet, at least here (also not on their website).

Just a word on the relationship with the University of Pennsylvania and Annenberg School for Communications (started in 1958) and its endowment (and new name, Center for Public Policy) — who funded whom, and who controls whom, gets a little complicated when I read an Annenberg Foundation 2002 return stating that the “[Ann’brg.] School for Communications” had converted into a private trust. I looked up the private trust and found its initial return (2002) which shows a $100M contribution TO this trust:

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Written by Let's Get Honest

April 21, 2017 at 8:43 pm

(1) Fund for Educational Excellence. (2) Foundation for Excellence in Education (or ExcelEd). (3) Alliance for Excellent Education, and (4) ConnectEd (Note the backers) and I just showed (5) Communities in Schools (Remember the subcontractors). Also Consider (6) Brown University’s AISR ~Smart Education Systems~ based on Ted [Yale, Harvard]+Nancy Sizer’s Coalition of Essential Schools.

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published April 17, 2017 (the day after Easter) at 19,000 words.

Tags (there would be many!) to be added later.

This post,

(1) Fund for Educational Excellence. (2) Foundation for Excellence in Education (or ExcelEd).  (3) Alliance for Excellent Education, and (4) ConnectEd (Note the backers) and I just showed (5) Communities in Schools (Remember the subcontractors). Also Consider (6) Brown University’s AISR ~Smart Education Systems~ based on Ted [Yale, Harvard]+Nancy Sizer’s Coalition of Essential Schools. (case-sensitive short-link ending in “-6pr”),

continues from the bottom of

Three (or Four) Famous, Privately Controlled Nonprofits Who Just Wanna Transform Public Education (and Urban Populations to Practice On (case-sensitive short-link ends “-6iI”) (just published, with a long introduction, April 3, 2017 mid-day),

and represents where the writing started after deciding on that title and subject matter.

Among other questions, I first remind us (and I have the standing as a parent, former teacher across a variety of systems, and more recently, investigative blogger of nonprofits and public/private partnerships and their self-reporting of programming while concealing, withholding, or delaying until forced to, their books — i.e., holdings (cashflow, etc.) to say this with confidence):

Controlling the education (esp. public school system) = controlling the next generation = controlling the nation, including the revenue-producing options of those same generations.

By “controlling” I mean “restricting” in order to keep most of the nation in its assigned places in society — NOT in the top echelon who control the investments, and steer the systems, and train their own offspring, marrying into each others’ family, to continue doing the same generation after generation.

Look for the matching questions I have about this agenda in similar-styled box quote below.  There is a discussion and several paragraphs inbetween.

Along these topical lines, you’ll hear a lot about “closing the achievement gap.” It may come from groups pushing charter schools and more choice,* or those opposed to the same.

From generic (Google) search results, 1st and 2nd page, you can easily see the variety of domain names discussing this, from NEA (National Education Association), to PBS to Www2.ed.gov (federal Dept. of Education), to what would seem to be product-specific domain names, and others, state-specific.  I looked at several of them, and no matter where I looked, I found those so enthusiastic about closing it were operating either as tax-exempts backed by other tax-exempts — or public/private partnerships, and when debating the issue of charter schools (as I just said, above), on closer look whether those for or those against, both are recommending more investments for systems change, and typically involving digital learning platforms.

Again, this conversation also tends to be partisan, with progressives complaining about conservatives and vice-versa.  Everyone seems eager to discuss the “big bucks foundations” backing the OTHER side, or blast for-profit schools — but neither side is discussing the tax-exempt sector AS a networked sector, drawing both finances, sponsored voices, and collections of assets available for investment (wherever the privately controlled group chooses) towards that sector and away from the low-income, poor people.   [Example in this 2013 document focused on Massachusetts, [“Threat from the Right focused on Massachusetts”] but see its pp.76ff discussion of “Foundation for Excellence in Education” w/ references to Betsy DeVos and the DeVos family, Bush, Broad, Gates, and others].  From reading it, one would think there was no substantial sponsorship of education reform from progressive foundations — but I’ve seen and posted on it at the highest levels (Open Society Foundations, Omidyar Fund Network, etc.).

It seems to be off the radar to discuss that the tax-exempt status itself might be a contributing factor — as opposed to a solution — to poverty in the USA, which has now passed its 100th anniversary in taxing all individuals except those able to drastically reduce, legally evade, or illegally, dodge accountability and paying it. IF that discussion were ever to be held fairly, as I through this blog consistently have intended for it to be, whether court-connected, or gender-war-connected (both sides), or as we have here, public-education-reform-connected, the fingerpointing would be equally at both political parties.

~ ~ ~ I’ll talk more about the Achievement Gap-Closing Group Debates, reviewing some of the top-level search results on the phrase, separately. Some fascinating data on the sponsors continues to surface (well, after I dug into the Form 990s) ~ ~ ~ (link active now, but accurate only when it’s published: “Tax-Exempts Against the Achievement Gap (Accounting Details ALWAYS provide a fascinating backdrop to the Cause-connected and Controlled-Debates SPONSORED Rhetoric) with case-sensitive short-link ending “-6zO” as in “October” not as in the symbol for “zero”)“) ~ ~ ~

This “closing the achievement gap” talk does NOT refer primarily to the significant gap between the schooling of those of inherited or significant (entrepreneurially-acquired) wealth, typically private schooling from grade or high school forward and the public schools, BUT INSTEAD basically achievement gaps within and across public school systems, according to defined demographic (racial, gender) or geographic (i.e., urban/inner-city or not) sectors and with a view to eventual utilization across country lines, too.

In this sphere of discussion, schooling in USA inner-city, impoverished, disadvantaged, low-income (etc) urban areas is compared for potential program application for schooling in conflict-ridden, violent zones in other countries. Programs have been and still are being developed with a view of working internationally, not just in the USA. There is a profit and self-propagation motive, which pushes back against the actual intention to solve poverty in the USA.

What we tend to forget: public schools as fantastic market testing place (just like the family courts also have been — so many people getting divorced, forced-consumption-of services on an unprecedented scale also, just like welfare reform — it’s a remarkable market niche for those with their eyes on it.

The USA just happens to provide (to people of this mindset) an irresistably wonderful, and wonderfully large testing ground in its massive school system, and (unlike some other countries) significant public education funding too. Our compulsory education laws K-12 and our Department of Education (Federal and state levels) with corresponding budgets, and supportive, supplemental “education foundations” are already and for decades (over a century) established;  common practice.  And, we are a large country.

Having filled themselves up well here as corporate entities with wealth poured into tax-exempt foundations (family, private operating, or public charity) and through social and class connections, able to fly around for conferences and networking to (spawn) more nonprofits, many nonprofits and their backers (working closely with for-profits providing the digital or other platformed, often proprietary) are eager to spread the good news in countries where there’s less competition with educational choice [private incl. some legal forms of homeschooling; public, parochial or other religious] or savvy middle and professional classes who might over here see the profit motive involved in school-reform entities operating primarily tax-exempt.

FOR AN EXAMPLE (of US Schools being used as educational laboratories): I have recently been hunting for WestEd‘s comprehensive, annual financial reports (audited) covering ALL its activities and stating ALL is assets, liabilities, revenues and expenses to date, for a specific year as, being a Joint Powers Agency, it has to produceAnyone who can locate such a report more current than, let’s say 2010 (WestEd was formed in 1996), please submit a link in a comment!

WestEd (a JPA formed from two previously-existing JPAs under California’s Joint Powers Authority Act; roughly translated, it’s a government entity under which citizens have no direct rights, although it is public-funded, probably mostly public-funded). runs an REL (Research) Regional Education Laboratories).  (The image this time = the link, also).

WestEd has been subjected to at least two negative audits I found while looking for their CAFR.  One, from 1998 (USDOE OIG) I already posted.  Here’s another one from the NSF: Audit Report OI8-08-1-011:

Attached is the final audit report, prepared by Mayer Hoffman McCann P.C., an independent public accounting firm, on the audit of NSF award number ESI-0119790 awarded to WestEd. The audit covers NSF-funded costs claimed from September 1, 2001 to June 30, 2007, aggregating to approximately $11.05 million of NSF direct funded costs and $1.25 million of claimed cost sharing. NSF requested and OIG agreed to conduct an audit at WestEd because of findings in prior A-133 and other NSF audits that identified that the policies and procedures WestEd used were inadequate to monitor and track award activity for subawards, cost sharing, and participant support.

The auditors identified four significant compliance and internal control deficiencies in WestEd’s financial management practice that contributed to the questioned costs, of which we consider the first to be a material weakness. Additionally, the first three of these control weaknesses were previously identified and reported in NSF OIG and A-133 single audit reports. Given the systemic and continuing nature of these compliance and internal control deficiencies it is likely that NSF’s eleven other current awards amounting to $13.6 million, as well as future awards are impacted by the same weaknesses.

…In case there was any question whether the US public school system, at public cost, is being subjected to “R&D” monitored by government agencies who have questionable internal control (reporting weaknesses).  SO DO MANY OF THE NONPROFIT NETWORKS WISHING TO FIX THE SCHOOLS, but the only real auditor of this sector as a sector seems to be the IRS, and public who get around to figuring out it might be a good idea to research.

This all seems obvious to me, but readers who question this are welcome to submit comments.

For more indicators of school-reform as “development” in conflict-ridden places (USA, Mexico, or on other continents) — also resembling the Boston Consulting Group, as I call it, “Harvard/Bain/Bridgespan” philosophy (see recent post with that phrase in it) of being the first or among the first in some new field and so able to define the terms and dominate it, as well as employ the “LBO” (Leveraged Buy-Out) practice on public institutions (by getting on the decision-making groups — for a private corporation it’d be board of directors; but for public institutions, it would require having councils to steer those “public/private collaborations” (or if more official, “partnerships”)  —  please review some of my earlier posts (2016) on the International Institute for Peace at Rutgers (http://iip.rutgers.edu), which lists the Whitaker Peace & Development Initiative (or similar title) in Southern California associated with it.  Notice the language.
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Written by Let's Get Honest

April 17, 2017 at 11:45 am

A Tale of Two LLCs (and One Brown University Institute): Fronting the Causes, Burying-Moving-Renaming-Abandoning/Reinstating-Geographically Dispersing and Building Umbrella Organizations (a.k.a. Shelters) for the Networks’ Actual Fiscal Identities and Relationships

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A Tale of Two LLCs (and One Brown University Institute): Fronting the Causes, Burying-Moving-Renaming-Abandoning/Reinstating-Geographically Dispersing and Building Umbrella Organizations (a.k.a. Shelters) for the Networks’ Actual Fiscal Identities and Relationships (post title with case-sensitive short-link ending “-5gG”).

This post was drafted (Late Dec. 2016) after I’d discovered the Rhode Island (Brown University-related nonprofit) component which prompted the sarcastic but accurate title.  I BELIEVE THE RECORD SHOULD SHOCK ANYONE OF NORMAL SENSIBILITY (ETHICS) AND WILL ALERT THE PUBLIC TO WHO AND WHAT IT’S DEALING WITH WHEN ANY OF THESE INVOLVED NONPROFITS, PARTNERSHIPS, NETWORKS OR WELL-KNOWN PROFESSIONALS (not to mention sponsoring foundations’ leadership) PROMOTES ANSWERS OR SOLUTIONS TO KNOWN EDUCATION CRISES IN THE URBAN SCHOOLS.  WAKE UP!!  


WHO IS MONITORING INDIVIDUALLY, or COLLECTIVELY, each network, and each networks’ financial activities?  These are set up so as to avoid such monitoring by widely distributing funding and responsibility throughout the network, then (predictably) citing the various networks, or common leadership favorably on each other’s websites.  Public officials (“civil servants”) are also often involved in board leadership.  Placement at prominent universities (such as Brown — not the only one) also discourages criticism and hinders follow-up financial accountability.

The Brown University connection has at least two major founding components. One is The Annenberg Institute for School Reform itself (“AISR”), habitually described as an “organization” (but if so, where is it on the R.I. list of corporations, and if it’s a nonprofit, what is its EIN#?  Is it somehow exempt from filing tax returns so we may follow the funding and redistribution of efforts to transform the operating paradigm of the nation’s schools?)##  The other is the nonprofit Coalition for Essential Schools, Inc.,(“CES”) formed 1998 in Rhode Island and spawning more networks (organized regionally a few named after their states) by the founder (?) of the Institute.

~~~In addition, board members of one or both are typically involved in other significant, similarly-purposed foundations or nonprofits, often functioning also as networks (such as Public Education Network (“PEN, Inc.”)**  or — found in Ohio — the evanescent “Forum for Education and Democracy, Inc.” and its “developing” nonprofit “Common Ground Foundation,” which I discovered and referenced briefly on the post named in the next paragraph (waiting to be published in association with this one)).  Board members in common, or board members moving from one to another also occurs.

**A Public Education Network person (Wendy Puriefoy) was found on the AISR board.##  PEN member organizations (link above is from “Issuelab” and displays 75 members) include the San Francisco Education Fund (“SF EdFund.org”) which comes up in this post also.  If you look (PEN link again) on the right side, there’s an article under “VUE” image, featuring the Annenberg Institute for School Reform working alongside PEN.  Clicking on that link, we can see (per “Issuelab”) that AISR co-published with the six (6) following organizations:


This organization has co-published titles with …

You can look these up at 990finder.FoundationCenter.org (or CitizenAudit.org or similar sites).  I JUST DID.  By doing so, I have a quick-look at location, entity age, assets, and (Pt VIII revenues) of any tax return, relative sources of income, government grants vs. private vs. “Program service revenues” and the buying and/or selling of the massive securities most of the above already own.  From looking through Form 990 (IRS filing) tax returns over time, I will also quickly see whether these assets have been increasing substantially in the last two years (because that source produced last 3 years’ results in any search), whether there are similar but not identically-named entities around (and if so, who’s the largest) and legal domicile — by click-through; the State displayed on level one may not be the legal domicile.   These returns sometimes also reveal (on a Schedule R or otherwise in earlier years) related or disregarded entities with leadership and sometimes even real estate (office addresses) or employees in common.

Aspen Institute = Since 1949 – EIN#84-0399006 = Legal Domicile CO (despite “DC” address) = latest Total (Gross) assets $278M, main source or revenues — by far, private.  Substantial increase in assets from prior year = substantial increase in contributions.

Nellie Mae Education Foundation = Since 1998 – EIN# 0407255323  = Legal Domicile MA (It’s in Quincy, MA), Gross Assets over $500M.  It got $25M startup capital in 1998 and is living off this (contributions, nil), and it’s funding some of the other entities, including Annenberg, CCE (above), Great Schools Partnership (shown below) and more.  Latest return showed $19M of grants distributed. Its Total Assets are decreasing year by year recently.

It’s not quite that simple (I did some drill-downs), it involves “Sallie Mae” (SLM Holdings) which represents a privatized government operation originally dealing in federally-guaranteed student loans — bought out Nellie Mae Corporation (which had already created a “secondary market” in the same).

[See Wiki for active links, and further down on it for “controversies”] SLM Corporation (commonly known as Sallie Mae; originally the Student Loan Marketing Association) is a publicly traded U.S.[2] corporation that provides consumer banking. Its nature has changed dramatically since it was set up in 1973. At first, it was a government entity that serviced federal education loans. It then became private and started offering private student loans, although at one point it had a contract to service federal loans. The company’s primary business is originating, servicing, and collecting private education loans. The company also provides college savings tools such as its Upromise Rewards business and online planning for college tools and resources. Sallie Mae previously originated federally guaranteed student loans originated under the Federal Family Education Loan Program (FFELP).[3] and worked as a servicer and collector of federal student loans on behalf of the Department of Education. The company now offers private education loans and manages more than $12.97 billion in assets. Sallie Mae employs 1,400 individuals at offices across the U.S.[4][5] On April 30, 2014, Sallie Mae spun off its loan servicing operation and most of its loan portfolio into a separate, publicly traded entity called Navient Corporation. Navient is the largest servicer of federal student loans and acts as a collector on behalf of the Department of Education…

This was used (so it’s said) to start up (fund) Nellie Mae Education Foundation in a large way and “free it to do its philanthropy.”  I saw quickly that any startup which about Year 1 gets $25M AND has “$143M” in program services already (??) after which their investment proceeds grow exponentially, has something a little “unique” going on.  There was a Nellie Mae, Inc., but the privately held corporations preceded the public foundation.  And they are dealing with the student loan industry — and the assets (even if in the form of debt) is phenomenal in size, obviously.  Investment Fees and salaries for board members of the nonprofits (who it even says, tend to be board members of those likely to get grants from it, as are the committee who recommends who gets to be on the board …..).

This interesting history goes back to the 1970s and 1980s and crosses major economic changes of those times, some including the word “bailout” and others “privatization” which of course was a primary characteristic of the 1996 Welfare reform act PRWORA.   I expect to post on it soon, in part because the money to fund some of the Northeast region (USA) “redesign the schools” networks  — of course intended to go national, if not digital and distributed-network along proprietary standardized ideas facilitated by smaller (sponsored) nonprofits — if it had federal origins in the first place — that’s public backing originally.

Sallie Mae (after purchasing Nellie Mae Corporation) kept some of the same leadership (such as Lawrence O’Toole) also on the foundation, has had its own controversies since then per the Wiki; and this foundation, while I don’t know if it’s also been controversial, I do know what I just saw on the tax returns (including moving millions of dollars (recent tax return – $94Million) into assets which then were moved to Central American and Caribbean investments (and among the “other Investments or Investments Other Securities, probably more are also offshore) while helping some disadvantaged students — and LOTS of the School Redesign 501©3s

Annenberg Foundation = if you can spell “LARGE” that will do. Heinz Foundation — no doubt the same.   (Any others, you can look up yourself. I know I have started.)

##I did find (while writing this) the corporate filing for AISR, valuable information as that also shows current and (back to only 2006) prior boards of directors, i.e., powerful connections.  I did not, yet, nail down whether it has an EIN# separate from that of Brown University itself, or must file tax returns associated with that EIN# and that business ID.  Screenprints and documentation shown below.  Why it matters:  $50 million dollars is a  lot of money for “startup” (so is the original, $5 million dollars).  Are our public school systems and private universities now just “for sale” to the very highest bidder?  ARE we, that is, is the USA, operating still as a republic, with government “of, by and for the people” and through representation of us WHERE WE LIVE AND WORK, thus helping fund all public schools,  in effect, or not?

However all these organizations may describe and promote themselves, my basic classifications START with, is it: (#1) Organized as a government entity (which is tax-exempt as an entity, regardless of its Revenues to Expenses or Assets to Liabilities status) or (#2) if not government it is by definition organized and/or incorporated as non-government that is, PRIVATE.   Private LLCs and “Inc.”s have to declare a legal domicile, and when regsitered in that legal domicile whether or not they are Stock, or profit — or non-stock, not-for profit, is identified.  So second question/classification for any PRIVATE entity is whether or not it’s  tax-exempt.

Notice above, that the list of co-publishers with the AISR are a looking like tax-exempts,  (anything labeled “Foundation,” will be and I did see the “Center for Collaborative Education is a nonprofit; leaving only two labeled “Institute” or “Program” to categorize.  Put another way, here are two images from ISSUELab (organized by “the Foundation Center”) on PEN (Public Education Network) — one describes it.  The second shows links (with thumbnails and a mini-abstract for each) “PEN” on the left, and on the right, a colorful image labeled “VUE”  (will show up again in this post) and an abstract referencing the AISR at Brown partnering with Pen on a National Commission (etc.).  VUE = Visions for Urban Education.  Brown University is private, and tax-exempt and its return is shown in this post because I was looking for the financials of the AISR “at” Brown University.

Basic principle — look for the financial footprint in a form that can be compared to other entities of similar classifications (private, or government), and which will show (in particular) where the assets are being held and invested while the organization is busy seeking more revenues besides those already available from the investments.  Notice how money is handled, and reporting.  Here, we are talking people that are declaring themselves (and their networks) as “the” problem-solvers for public school, in which the public has already so much invested. How do they report?  DO they report? Are they reliable, ethical, honest, and transparent in deed, or just in self-description?

If the government is to be representative, that, is held accountable, then the finances MUST be available to view by those paying for the services.  When so many obstacles to locating them are placed, while talk of “deficit” and lack abounds, and the benefits of streamlining, standardizing (etc.) and compromising on that balance-of-power governmental model is promoted — nationwide — then that is the underlying issue, not just “effectiveness” of teaching approaches a, b, c, or evidence-based-according-to-entity-XYZ “e.”

There is a back-story to both AISR and CES (the Rhode Island nonprofit), much, with references links, is found on a post I’m now publishing (about three-and-a-half months and a whole lot of lookups on similar situations later). Its name: (1) Fund for Educational Excellence. (2) Foundation for Excellence in Education (or ExcelEd).  (3) Alliance for Excellent Education, and (4) ConnectEd (Note the backers) and I just showed (5) Communities in Schools (Remember the subcontractors). Also Consider (6) Brown University’s AISR ~Smart Education Systems~ based on Ted [Yale, Harvard]+Nancy Sizer’s Coalition of Essential Schools. (case-sensitive short-link ending in “-6pr”),

From that post, referencing this one:

Here in this post, I also added a section on a sixth nonprofit (CES, started out of Brown University in 1984, followed by AISR, an Institute named after its well-known benefactor at Brown, started in 1993) on which [I, “Let’s Get Honest”]] had done some previous “drill-downs” (and was appropriately shocked at the corporate filing history), but not, as I recall, posted yet.  This is mentioned here because I feel it significant. It also demonstrates again whose money (such as Walter H. Annenberg of publishing wealth, starting in Philadelphia) is behind some of these reform efforts.

Overall, and sometimes individually (see last post!), these are networks and as nonprofits not necessarily huge (billion-dollar, or hundred-million-dollar) themselves, still have elite and influential backers

I am back here to check on this Dec. 2016 draft and reference it from another extensive section on the AISR/CES/Brown U. situation on the other post.

This situation had gripped my gut on the brazen “in-your-face” flaunting of basic corporate filing rules, and accountability for finances received and (re) distributed while skipping the state [East Coast to West Coast]– then coming back as itself.   The related entities (some of which I’ve also looked at) and boards of directors on similar, or cited by this institute (or its founder in his bio blurb) entities are also engaged in “odd” behavior as nonprofits, I found, between Dec. 2016 and April 2017.

Also meanwhile (between when I first flagged it and now)  the entity (“CES”) I’ve been complaining about on this blog has shut itself down after returning (per IRS returns) from California to Rhode Island entity address, getting another “we’re going to revoke you in 60 days for non-filing!” message after having just recently gotten a special legislative dispensation to avoid penalties and be considered retroactively as if never-revoked despite a baker’s dozen (looks like 13) years of non-filing (if they paid the fees and provided the annual reports — a very simple filing which could easily, for any honest entity, have been mailed in) then moving up to Maine and voting (Feb. 2017 only) to finally dissolve itself.  No, I am not making this up! (will be posted again, below):

CES 2012 REINSTATEMT Waiving All Penalties (for 13 Annual Rpts X20 Dollars fees only!) by Legislative Action (Jan 2012) From CES Filings @ Rh Island (several pages — not just the two images from it shown.  Check it out!)

CES Mar2001 Revocatn CERTIFICATE (1p) from RI (printedApr6 2017)

This is R.I. Business Entity #95304 (or, “000095304” and searchable that it dissolved on 2-21-2017 and its showing an address in Maine (images also shown below on this post):

482 CONGRESS STREET, SUITE 500A PORTLAND, ME 04101 USA, “the Heart of Portland’s financial District“(Loopnet.com has a photo) and where officer/director’s David Ruff has a “Great Schools Partnership, Inc. going (formerly contracted with CES for management services, says one of CES’ tax returns in the waning years).

Great Schools Partnership was formed in 2008 (CES founder Ted Sizer d. 2009), last year Gov’t grants $1M, private $2M+ and “Schools contracts” $947K.  Meanwhile, grants out from the entity were $610K, going in $31K and lesser installments back TO schools for “NextGen … Initiative.”  Looks like some are charter schools.

FY2014, David Ruff was paid $124K + benefits, alongside just one other FT officer (no trustees work more than 1hr/week) paid also over $100K.  Entity started up with $1M funding and Exec Director (Ruff) salary was then only $48K (FY2008 “initial/address change” GSP Tax Return)

Total results: 3. Search Again. (similarly named entity in TN isn’t acting similarly though).

Great Schools Partnership ME 2015 990 37 $2,562,643.00 26-3834610
Great Schools Partnership ME 2014 990 24 $1,905,627.00 26-3834610
Great Schools Partnership ME 2013 990 23 $1,000,668.00 26-3834610

A bill to forgive CES, a “transform the schools”-nonprofit  (who meanwhile went “AWOL” to California) its 12 years’ non-filing (i.e., “truancy”) and vacate its corporate revocation — if it catches up now and pays the fees (but, no penalties). Meanwhile, separately (not shown here) an nonprofit copying the CES concept formed in Calif in 2005 (SFCESS), didn’t register as a charity until 2010 and in 2011 (when CES had returned to RI as an address) the incorporator of SFCESS (Gregory Peters) is added in 2011 to CES board of directors. Look at the list of years!

(…looks like David Ruff is Exec Dir. — not a board member):

Great Schools Partnership (locale: Maine) Exec Dir David Ruff (viewed 4-2017 from website) still listed as Treasurer? of the recalcitrant (but forgiven by the State of Rhode Island) Coalition for Essential Schools














OK, a bit on Great Schools Partnership, Inc. (Principals, Predecessors, and Public Education Officials On Board)

I saw that the first (before its first Tax Return showing an address change) street address of “Great Schools Partnership” (in Maine) matched a “Senator George J. Mitchell Scholarship Research Institute” (<==I looked at its 2015 return and recent audited financial statements — holding onto $20-$30M assets while donating $1M or so out in scholarships to Maine high school seniors, etc.; it was formed in 1999 (per tax return) or 1995 (per website) when the Senator retired from his more public pursuits.  David Ruff was Marketing for this institute at some point (next image), and the GSP 2008 return (under Pt XI, Adjustments) also shows it received $177K from the institute.  In addition, it had $1)M startup funds.

I see what they are doing, but that would have to be a separate post!  However, it does seem that GSP is an outgrowth of the Sen GeorgeJMitchell….Institute, which in its earliest shown (2002, 2003) returns says that the Maine Community Foundation was a related entity (and had a shared employee).  In addition, a “Duke Albanese” (later found presenting with David Ruff, and I learned “Education Commissioner” for the state) was in 2003 (at least) shown as among the highest-paid (over $50K) contractors, which IRS forms back then required to be listed.  While the main purpose of the SGJMInstitute is declared to be providing scholarships to Maine Seniors to attend college, a secondary purpose (and the grants show this) is transformation of the secondary schools.

In fact, this (From Bancroft & Company, LLC, School Improvement Efforts Under the Radar) (Bancroft being also a board member of GSP) calls the GSP an “affiliate” of the Mitchell Institute. (see the “About” page to realize that: Bancroft comes from a consulting (McKinsey & Company) background, is currently into growth equity investments and “coincidentally” is on the boards of this and yet another school-reform nonprofit in Maine. If you also click below on “Educate Maine” and read about the two principals first listed (J. Duke Albanese and Ron Bancroft) it’s clear that (like Sen. George J. Mitchell) Albanese attended the elite, almost-Ivy, historic (it pre-dates the formation of the State of Maine!) Bowdoin College — which only went co’ed (let the women in) in the 1970s… Kind of like Brown University….).

Ron left McKinsey in the mid-eighties for a simpler life on the coast of Maine, his native state. After several years in which he was a principal in the buyout of a large shipbuilder and the owner of a small wood products company, he established Bancroft & Company as a way to bring the value of his wide range of business experience to smaller companies.

In more than twenty years of strategic work with growth companies in a range of industries, Ron has established several long-term client relationships that have been mutually satisfying. His clients have tended to grow and prosper. They attribute part of that success to Ron’s unique ability to “value add” strategic facilitation to their businesses.  [[LBOs and Turnarounds — that Harvard/Bain/Bridgespan model I’ve been posting on !! Done with companies, why shouldn’t it also be done with schools?]]

At this stage of his career Ron is principally focused on Advisory and Board relationships in the Private Equity field. He is a Strategic Advisor to Industrial Growth Partners, a San Francisco-based firm that specializes in acquiring engineering-driven mid-size manufacturing companies.

In addition to his consulting practice, Ron has long been involved in education reform. He is a founder and former Chairman of both the Maine Coalition for Excellence in Education, a business/education coalition, and its successor organization, Educate Maine. He also serves on the Board of Great Schools Partnership, a leader in bringing proficiency-based education to New England High Schools.

Leadership and service have been consistent themes throughout Ron’s life. He is an honors graduate of the United States Naval Academy. ===>>>A Rhodes Scholar, Ron earned a Master’s Degree in Politics and Economics from Oxford University. <<===

GSP (Great Schools Partnership) website shows Ron Bancroft as President currently.  The latest tax return (above) is only FY2014, in which he is just a board member. Either way, the officers (not board members/trustees) are the ones paid.  Probably Bancroft is more than independently self-sufficient by now, and doesn’t need salary from this pipsqueak (size-wise) nonprofit…

And, these foundations (the Institute and the Maine Foundation) are obviously, bulking up their assets and paying a significant administrative overhead to their subcontractors or employees (such as investment managers) in the process of tossing some $$ towards some deserving high school seniors.  Or so the tax returns seems to narrate, over time.

Total results: 3Search Again.

Mitchell Institute ME 2014 990 41 $33,753,595.00 01-0523390
Mitchell Institute ME 2013 990 29 $31,695,095.00 01-0523390
Senator George J. Mitchell Scholarship Research Institute ME 2015 990 41 $35,840,829.00 01-0523390

ShowingD. Ruff association with a pre-existing nonprofit associated with a well-known Senator. See also a New England Secondary School Consortium (“NESSC” -ME, NH, VT, RI, and CT) [run BY GreatSchoolsPartnership and out of the same street address] and pushing of “NextGen” programming (see NGLC which  leads to Educause.edu, behind which find, predictably, Bill & Melinda Gates Foundation). GSP, meanwhile, has trademarked something called “iWalkthrough.” In general these networks coach and professionally train, technically assist (etc.) SCHOOLS. GSP website explains how Policy, Practice, and Public Perception must all be addressed at once in order for it to succeed (like a Blitzkrieg of School Reform?)

GSP, Inc. a nonprofit gets a trade-marked product: “iWalkthrough.” With, of course, different applications (see image).

“iWalkthrough” applications

I understand that nonprofits focused on particular causes are going to have or certainly can have, boards of directors from many different states.  That’s not the only issue here — the issue is when their filings are not legitimate, and they are intricately involved with major public systems with intent to alter them while such institutions themselves aren’t the most open about their own funding, either.   A major issue here is overall loss of accountability for public funding of the public schools BY the public who (most of us) inhabit them, came through them, or our kids are likely to.  They have been part of the landscape for so long; perhaps our standards of expecting accountability have simply faded?So this post, after a brief insert on the AISR as an institute (not its founding, etc. which is on the other post as a subsection), showing where it is and what it’s doing, I am looking primarily (top part) at a single nonprofit, “Coalition for Essential Schools,” and at its filings.  NOTE: I am not looking at the related (in name, not as identified on tax returns) 501©3s in other places.  There is more than one “Coalition for Essential Schools” when geographic regions or state names are added to the term.  Part of the networking plan was setting these up, in addition to AISR itself also (see other post or their self-reporting) setting up operations in other states also. The target is particularly urban school districts.

990Finder ~Coalitn of Essential Schools~ Namesearch=>Results 1 page only~3 regions, 2 states + home org (2017-04-02 at 7.26PM


Not shown from a simple name search are no doubt other entities using the same concept (just as with marriage/fatherhood programming or domestic violence coalitions — the naming conventions of any nonprofit may change, while running same curriculum or operating similar if not identical programs).

I also found a San Francisco Coalition of Essential Schools (website SFCESS.org) formed (incorporated) in 2005, didn’t register til hunted down to do so by the California OAG (in 2010) and it seems, operating out of a street address which is a school building, i.e., a private entity out in public-purpose property.  I didn’t research whether the school owns or is leasing said building, but I did look up its corporate filing (SOS) and at its tax returns, + charitable details** after registering in California (going “legit.”).

**==> SF Coalitn of EssentlSmall Schools (3guys in SF+Berkeley) had to be almost hunted down to register+ are delinquent FOUNDING Dox do not include Founding Dox, EIN# 562544544 Details print.

These foundations were listed as partnering with one of the list below (from Los Angeles):

see “powerfuled.org” “About” page.

Besides sharing boards of directors and ideas, what else do SF CESS and CES (and maybe GSP) have in common?  Well, the CES website calls them “Affiliate Centers” — here’s a list:

(see link. Notice both GSP, Inc. (in Maine) and SFCESS (in California) are on this list. I looked also at the one in Boston (Center for Collaborative…) and will also take a quick look at the one in Southern Calif, whose website said it was started in 2003, but has already changed its name.


Formerly, says its footer banner at “powerfuled.org,” “Los Angeles Small Schools Center.” It cites powerful foundation partners, including — remember, readers? — James Irvine Foundation, California Endowment, California Community Foundation, and more…Footer says, started in 2003, but California Sec. of State says (showing the new name, not the old) in 2007.[See “CharitableDetails [Speckled History]” ~ Links will be active!]..

<==[Also in Caption of “Center for Powerful Schools” icon, referring to a Los Angeles Entity which was behaving something like SFCESS. I found discrepancies between reports to the OAG and its IRS filings, as well as having received a grant from Connected: The Center for College and Career” (see my other post) dated before IT registered as a Calif. charity, either… Yegads! Char Details [Speckled History!] for LASCC~CentrForPowerfulSchools (EIN# 260326342 CaEntity (2007) 2995924]

SFCESS — (not the Los Angeles entity referenced in the image below) After not registering for 5 years in a row (until 2010), as can be seen by the date “Jan. 2011” in first several rows of “Schedule” section above, it’s AGAIN delinquent — for not turning in tax returns recently, when turning in their annual required “RRF” (Charitable Registration, with fee and listing of (a) any government grants received, (b) if an audit was done — basically a one-page sheet of Yes/No questions with Header info identifying entity name, its mailing address, three categories of identifying #s (EIN#, Corporate Entity#, Charitable Registry #) and on a single line, its assets and revenues for the years.  This form is to be signed and dated by a responsible officer or director, and mailed in within 4-½ months of fiscal year end, with a sliding-scale fee.For a fiscal year ending June 30, which SFCESS shows, their RRFs would be due mid-November Fiscal year 2005 (its first year) ended 6/30/2006 = RRF was due by 11/15/2006.  Look at the pattern shown on the charitable returns (pdf link above).  In addition to simply not registering OR sending in any RRFs for 5 years, it thereafter continues to send them ALL (but one — year 2010 I think) in two or three seasons (about a half year or more) late, year after year.  And for the last two years shown, not accompanied by a Form 990:

SFCESS It takes the Calif OAG FIVE (5) ltrs to get it to register!

SFCESS Charitable Details (link to multi-page printout above) shows its most recent status still “Delinquent.” Also notice the date “January 2011” on Schedule for turning in documents (sev’l yrs in a row)

SFCESS (more recent filings, “Schedule” section) show an “N” where a “Y” should be for tax return also accompanied the RRF filing. (Notice revenues). Also, late filing of RRFS, and (Related Documents, 1st two rows) show “CT-2010.” CT = Charitable Registration (finally) and 2010 RRF-1 (i.e., the first RRF sent in, looks like!). In the pdf link I provided, the “Related Doc’t” section links should be active (clickable to view contents)

Next comes a substantial section here on SFCESS and three entities it’s partnering with (SFUSD, WestEd (which keeps coming up in these discussions, usually as a subcontractor — but here, as a “partner”), and SF Educational Fund or “SF EdFund.”).  Those three entities are mentioned by SFCESS on its most recent (available) tax return).

AFTER discussing SFUSD (showing some of its revenue sources, with a few images and how it advertises (or rather, doesn’t) its financial statements, I review who/what is the JPA (Joint Powers Agency) WestEd.

WestEd literally doesn’t seem to provide its own comprehensive annual audited financial statements  on its website AT ALL, but I did locate a 1998 OIG Audit of WestEd shortly after it was formed, showing initial practice in administering two MAJOR RELs (Research Education Laboratories) and purchasing and managing a building in Los Alamitos, CA (near Los Angeles) and in San Francisco, shows massive cheating on several fronts.  That is, per the US DOE OIG at the time.  I did locate a proposal (RFP) for someone to produce those statements for 2017, and if all goes well, 2018, and 2019 by WestEd, which characterized its annual revenue as $160 million.

I also found through listening to the “PR rhetoric” on WestEd’s “Wiki,” that it was filing trademarks for the developed products or services, i.e., teaching methods;  A simple search located 21 trademarks filed by WestEd in its, so far, short life.  One of them was shared with a single woman using a dba to imitate being a company (but, it was just a dba), with a B.A. from SF State in “Wisdom and Resiliency,” a Teaching Credential, and several certifications along the lines of executive coaching.  That is shown, leaving a large question mark:  Why did WestEd, recently, decide to start sharing its trademark status and fronting this individual with at best a moderate level of education from a local state school, and not even a legitimate incorporated business to her name?  Or was that the main point?

Then I look at SF EdFund (which was new to me) and discovered that two nonprofits started in 1964 and 1979, respectively did a 2009 merger when one’s assets were around $7 million, and that the originally named “SF EdFund,” being the non-survivor, left behind its old EIN# giving the surviving one (formerly “SF School Volunteers”) the now-unused business name of “San Francisco Educational Fund”). So the EIN track record of the current SFCESS partnership doesn’t pre-date 2009; however as SFCESS started in 2005, who knows whether it maybe dealt with the prior one.

AFTER all that, which takes a while, I then show how SFCESS — with which the above three entities (SFUSD, SF Edfund, and WestEd) gladly formalized partnership/s, at least as of FY2014 — did not register as a California Charity for fully five years after incorporating and beginning to receive assets — in fact, until forced to.   That this just doesn’t seem to faze its new and powerful partners (one of them a JPA even) is a reflection on them also.

I though this might be a simple task, to profile one “SF CESS” entity as a characterization of its program model which seems clearly taken from the Rhode Island-originated “CES” or “Coalition of Essential Schools.”   It was in concept, just long and somewhat tedious to present.  But  — fascinating.

AFTER all this (and written before it) comes my discussion of the AISR (in Rhode Island at Brown University) and, below it, the Rhode-Island initiated (I think!) “CES” both associated with Ted (and Nancy) Sizer.  CES behavior was — if possible — as a reporting entity, even worse, which evidence I have also posted.  

Towards the bottom third? of the post comes the “Two LLCs” (in Midwestern states) material also referenced in the post.  All told, we are looking now at 17,000 words, unless I “export” a section of it.

If you simply read through this post, including most of the annotations on those annotated images (i.e., backup for what I’m saying) I doubt that: school districts, nonprofits, tax-exempt foundations, possibly Ivy League Universities or elected public officials working in or at any of the above may never seem the same again.  

And perhaps a curiosity about the “RELs” (Regional Education Laboratories) run by WestEd — and possibly other Education-related JPAs — I hope will arise to the point of finding financial statements and where USDOE (or NSF, or US HHS) OIG audits exist, reading them.

If so, I’ve done half my job. These are NOT what they are portraying themselves as throughout — problem-solvers.  People lie, organizations may also exaggerate, or cheat, on their tax returns, but putting it together, the “Cold, Hard Facts” have a story to tell.  The other half is, what to do about it, and that I believe is an issue of government financing, i.e., taxation, and whether or not others can tear themselves away from the daily and often disturbing news (Yes, I read it, too!) and take a hard look at this kind of evidence — and “each one teach one” to the point it is collectively understood and evaluated.  

Because without accountability, we have no balance of power between government and those government.  Trust me when I say, don’t wait on your local legislators or legislatures to broach this subject matter!  They want more, better, bigger, and more positive-press-friendly public/private partnerships based on scarcity of public resources.

How about plugging the accountability holes first?  Why shouldn’t delinquent organizations be held accountable to admit they exist, and show their financials?  Why shouldn’t the public have a grasp on the scope of Joint Powers Authorities (and Agencies) and what this does to the relationship between local government (citizens) and federal contracts and grants on major infrastructure projects?

Why should we have, overall, school systems which are “too big to fail” (though they do), war over them along political (Left/Right) lines and no one minding the back office operations in the Regional Education Laboratories?

Stop taking so many public proclamations at face value, i.e., “on faith.”  Start calling enough of them out ,and possibly others will get the message.  I can’t do this alone (or, as a volunteer!).

Thanks for patience and reading tenacity this time

// Let’s Get Honest 4/9/2017

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Three (or Four) Famous, Privately Controlled Nonprofits Who Just Wanna Transform Public Education (and Urban Populations to Practice On)

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Three (or Four) Famous, Privately Controlled Nonprofits Who Just Wanna Transform Public Education (and Urban Populations to Practice On) (case-sensitive short-link ends “-6iI”)

Intro added right before hitting “Publish”:

This is a detailed post, under 10,000 words only because I broke off the bottom third (where it started) for separate publication.  It has at least two other spinoff posts one of which was already published on 3/30/2017.  I hope that by publishing several on similar topics in fast sequence, some common sense and raised awareness of just how many, and how deep are the pockets, of the school transformation networks (plural) with their subcontractor friends from the consulting field, in combination with of course proprietary technology platforms, are fully functional and effectively ARE transforming the landscape.  Another term for this would be “development” as it occurs by developed countries upon “under-developed” or developing ones.

We should acknowledge that “the world’s THE stage”;  while these typically operate in the US, their foundation backers often do not.  Many of the concepts for application on the US public schools — a vast resource for testing grounds for this and that pilot, and also representing compulsory consumption of products & services (for most, unless they have the privilege or option of alternate forms of K-12 education under U.S. law) came from England, Germany — from Europe, countries with peerages, titles of honor, and sometimes a national religion going back centuries, which the US does not have.

Careers and career professionals in the field of school transformation do exist, often working for the largest private foundations around (I found another one today, in a different network with, predictably, a doctorate (and B.A. degree) in psychology, government task force positions, and numerous foundation positions, including at the Annie E. Casey Foundation).  The U.S. is being “developed” every bit as much as other countries, but in a more different manner and sold as solving our social problems.  Most troubling to me is attempting to turn local public schools into community centers, rather than giving equal consideration to the possibility that this is a top-heavy, expensive model just too tempting for the profiteers to avoid.

These networks, private influence (non-representational particularly of local people) on school districts and most schools’ continuing, ever-present search for more money and programming which might bring that in or justify it, are here, probably to stay.  I advise becoming well-aware of the proliferating nonprofits while they are still around to be tracked.  (Some are starting to close themselves down, and the track record may not be around forever).

I am not writing from the sidelines on this issue.  Although I may not have lived in many of the states where nonprofits I discuss are headquartered, I have lived in several different states in the USA over the decades, and both East Coast, MidWest, and West Coast.  I am a parent, I know exactly what it is like to be a single parent with a college degree attempting to head my own children in the same direction on scholarships.  Unfortunately, also having had to deal with marital domestic violence, part of this time I also had do this while dealing with the usual choice such (mothers) get:  (a) the abuse itself (if in the relationship) and (b) the family court litigation (if one exits the relationship and becomes in ANY way, sharpe or form involved with the social services in the process, bringing on the child support, marriage/fatherhood factor into the mix in any divorce or custody proceedings).  In this context, I had NO real free time, and became acutely aware of the relative efficiency of different forms of schooling upon the household as well as (which was not even in question at the time) the relative levels of achievement and involvement in so-called “extracurricular” activities my children could be in, given a two-parent household with a commute every single weekend.

In several urban school districts (in more than one region of the country) I was IN the schools, teaching subjects which the budgets had eliminated, at times supported by a nonprofit organization, other times hired directly. I am also a product of public schools (primarily) K-12, but have worked with children from all types of schooling.  As a parent, I am well aware of the difference between private and public situations and its economic and time impact on an individual household, as this became an easy target to attack as soon as I separated from abuse with a restraining order.

Many people without children just do not realize what it takes to prop up and supplement any education when one’s children are in school so long every day, and so many days a year (not to mention, do not realize how hard teachers work OUTside of the school hours for what takes place INside).  In this field, in public education, there is “no free lunch,” even when students may qualify for one and it may be the main meal of the day.  Even in affluent areas, there is constant after-school tutoring or activities which might distinguish their offspring from the many candidates at the colleges they hope those children to have access (including but not limited to Ivy league, or top-notch, private four-year liberal arts colleges).  I have seen (as clients for my services) stay-at-home mothers who were essentially full-time chauffeurs and executive administrators for even just two or three children in some of these areas. Some hire nannies, housekeepers. There are sometimes ads for people to simply pick up the kids and bring them home when parents are working, or kids attend two or more different schools.

The public schools alone ARE an effective caste- and class-preservation device because they are not private schools!  Not everyone agrees they are the “only” solution and should be propped up under the theory / hope of equalizing them or closing achievement gaps or disparities by technicity or gender.   Will this ever be equal to the privileged, private schools of now, and the last century, which also come with social connections)?  

I challenge any reader disturbed by my continuing reporting on these nonprofits to go dig up his or her local school district’s [school district is tied to where you live, kids or no kids in the household..] comprehensive annual financial reports (independently audited) for the last four years, not to mention their local county’s CAFR too, comprehend the basics, and make a record (keep a log) of the assets vs. liabilities (and how recorded).  Then go find, for the same district, how many foundations are also involved in those schools, and record their assets (and leadership’s salaries, expenses, etc.) too, and come up with a figure. At least just GET YOUR FEET WET IN WHERE TO LOOK AND WHAT’S THERE FOR THE LOOKING!

It’s really about who controls the most income-producing assets for the longest, even if the same owners don’t hold them all under the same entity names, financial institutions, or investment vehicles.  What happens when the U.S. government already controls these overall, still wants MORE investments from the public in the same institutions (completely with real estate, buildings, maintenance, insurance, employees, related service industries (food, transportation, security, books, administrative supplies …)

Investments of ANY kind are always about the return on the collective assets (not just one individual holding, such as in a school-transforming nonprofit or for-profit), so when you see the tears for the sad condition of any school, or the violence in them, or the drugs, teenaged pregnancies, or simply under-achieving, take a look at where the money already is IN the area, and (I dare you) ask why so many nonprofits and their big backer foundations, are so enthusiastic about this particular model of school transformation — as opposed to an “open ALL the related books and actually look at the balances” model.

And I do have a question:  HOW MANY NETWORKS OF TAX-EXEMPT 501©3S, WITH RELATED (OR OPPOSING) REFORM MODELS DOES IT TAKE FOR EFFECTIVE SYSTEM CHANGE THROUGHOUT, AND ERASE THE MEMORY OF OTHER OPTIONS FROM THE PUBLIC CONSCIENCE?  One I keep thinking of is, were all the pooled assets of all the spinoff, networked, or public/private run nonprofits for a single year lined up, totaled, and divided by the number of entities (separating the private from the public) – what would those be?  IF those assets and cash flow were retained instead by the parents and residents rather than being extracted up front to go into the schools (discouraging the formation of hundreds of ever-evolving nonprofits), how much better off would the “low-income” households and people be in the first place?

At the bottom of this posts are several links to interviews in the Financial Times (and elsewhere) with Sir Ronald Cohen (whose name came up in the Harvard/Bain/Bridgespan discussion — with Omidyar Network Entity involvement (when Omidyar’s report on a 3-month pilot conducted in 2013 referenced it).  He’s called the father of British Venture Capitalism, founded and led an association by the same name (“BVCA”) and is speaking of reducing tax-exemptions on mega-funds, but retaining them on smaller investment funds.  Like the ones he and friends have been forming.  What’s happening in Social Impact Funding in the US seems to relate closely (to mirror) what was happening, this century, in the UK. (See towards the bottom of this post, and some on the continuation one).  A lot of what passes for altruism and concern is, in fact, money seeking to retain power and influence through reduced taxation.  Keeping this up requires continued influence on governments which decide what is and is not taxed, and how much.

Whatever the solution there should be schooling options which don’t penalize individual families or the public either through forced support of failing schools, or through forcing their kids INTO those failing schools.   Again, if you pay even just income taxes, you are per se on the opposite side of most ledgers to almost any nonprofit, tax-exempt foundation, or government entity.  They pay taxes for their employees, but not on the entity’s revenues (as I understand it).
“Let’s Get Honest” Monday, April 3, 2017.”

From an earlier (11/18/2016) post, (I’ll reference it again below) a theme to remember:

Meanwhile, high position in the highly politicized public education (K-12 and college/university both) system apparently is also part of the gateway to (and from) political power.  And money.

For example:

Constantly demanding more funding for the schools, to put “Communities in Schools“* or to improve them, or expand them, and attempting to close off the exit ramps to something better for low-income parents, as the NAACP submitted a position statement on just this past October, is inappropriate until proper account for what IS going in and HAS gone in is provided in coherent form to the public.  

Speaking of the phrase “Communities in Schools,” here’s another post sub-section for another networked organization and ITS high-powered (more than) subcontractor.**  What, really is going on here? On taking a closer look, I found out that part of that answer is to be found in the organization’s choice of independent subcontractors, a recurring theme in understanding how nonprofits network with power, and how subcontractors sometimes obtain that power.

[Quoting from my own post, https://familycourtmatters.org/2016/11/18/connected-mpr-associates-inc-gary-hoachlander-wested-and-the-us-dept-of-ed-with-help-from-james-irvine-foundation/,  “sub-section” in the quote refers to that post]

*CIS banner (including “Donate”) and Affiliates (in 25 states, whose websites also say “Donate”)

CIS home page viewed 3-26-2017

**Comments on the high-powered (more than) subcontractor [Bridgespan] continued below, right after a light-blue background section on James Irvine Foundation Blog 2006 interview ConnectEd leader Gary Hoachlander…..

This interview having been in 2006 alongside proof that ConnectEd didn’t register as a charity until 2011 (which I provided in the earlier post) proves that the James Irvine Foundation was promoting ConnectEd years before it registered in California, which seems to be a symptom of the field and the in-general arrogant attitude that goes with it:  “when saving the world, or the nation’s children, or engaged in any of (our many) great philanthropic causes “normal rules of accountability– and state laws — don’t apply to us, OR our friends and chosen partners.”

The Bain/Bridgespan “consulting/management/implementation/turnaround We OWN you (until we sell it off)” model (and its Harvard connections), and how many others are following — here, into SCHOOL TRANSFORMATION via DIGITAL-BASED, often TRADEMARKED PROGRAMMING — is important to “get,” to understand.  To study it is to see some of the scope and trends of these times as previously engineered in the 1980s, 1990s and of course first decade of the 21st century, 2000-2010.

We are now 2017, and all this “might” be good to keep in mind when (a) voting, (b) donating (to ANY group), and, if a choice remains, (c ) deciding where your children should go to school, and (d) in general when listening to politicians or reading about great causes and the work of “philanthropic” organizations.

In general, regardless of the application, the reality will be a combination of those now holding significant assets, typically privately — that is the OWNERS of those assets, boards director, family scions or second- third-generation heirs — building partnerships which have in mind power and control:  profits, tax-reduction, and propaganda especially about the long-term and short-term good of the public further ceding control of public institutions, but without full awareness of where we (the public) stand versus where the various or collective “change agents” stand,  to the same.  In general, it’s good to have a few ways to withstand propaganda, or at least recognize it when it’s all around.

If you’re in the habit of looking whether any business or group name is operating as public or privately registered entity (and since when, and where, and, ideally, how large and where are (have been) its assets and revenues coming from and going to), a habit I wasn’t raised with, but did develop under duress and curiosity, it will become easier and easier to detect in any grouping of names (one promoting the other), which is functioning in which capacity.

So, https://familycourtmatters.org/2016/11/18/connected-| mpr-associates-inc-| gary-hoachlander |-wested-| and-the-us-dept-of-ed-| with-help-from-james-irvine-foundation/, among these names, which is which, and who’s who? (I added some dividers in the filename):

  • That 11/18/2016 post title names some parts of the school-transformation network:  “Connected..” (nonprofit, that’s a partial name, but obviously conveys a sense of digital, on-line, connections),
  • MPR Associates (its subcontractor),
  • Gary Hoachlander (running both of the aforesaid and until I believe it was MPR that moved) out of the same address too),
  • WestEd (a Joint Powers Agency, not “Authority”) governed by public entities in several states,
  • …the U.S. Department of Education (federal agency) with help from
  • the James Irvine Foundation (major tax-exempt foundation, considered with the corporation behind it, here “The Irvine Company”).

The parts are public and private.  In the private, the parts come tax-exempt and not tax-exempt (non-profit and for-profit).  Within tax-exempt (and obviously from the for-profit too), they also come older and newer, and larger and smaller.  When they are collaborating on a single project, or a nationwide project, it is a force to be reckoned with and typically an intricate funding trail. I’m still looking for WestEd’s financials.

The older and/or larger can easily set up (fund, or work with colleagues to fund) other entities which will still be impressively large to the common man.  That clout combined with “friend and associates” is impressive also.  Being impressive in that matter, however, doesn’t make it right, legal, or morally or logically justified.  It only makes it highly persuasive, and a force to be dealt with, should they be heading down a path NOT in the public interest, or one that the public might have reason to object to, such as being built on a foundation of inappropriate secrecy (“failure to file”) and violation of basic state law to register timely.

Just found from the James Irvine Foundation blog (dated in 2006) — An Interview with Gary Hoachlander of “ConnectEd…” showing that this foundation was funding an nonprofit entity which didn’t register with state of California as a charity until 2011, speaking in glowing terms of ConnectEd as a “consulting firm.”  In fact, it was a nonprofit and subcontracting to the consulting firm MPR Associates (also run by Hoachlander) in related-entity transactions acknowledged in their first Form 990 filing of 2006 [See annotations on next image].
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Omidyar Entities: The Harvard/Bain/Bridgespan Consulting Model (Transform and Help Run — or own — Distressed Assets, LIKE U.S. PUBLIC SCHOOLS), Rebranded, on Steroids, and Gone Global

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Omidyar Entities: The Harvard/Bain/Bridgespan Consulting Model (Transform and Help Run — or own — Distressed Assets, LIKE U.S. PUBLIC SCHOOLS), Rebranded, on Steroids, and Gone Global(with WordPress-generated case-sensitive short-link ending “-6lm”)(total length about 13,000 words)

This post has two companion posts I am trying to get out, with this one, ASAP and one right after the other.  This one has a significant new payload relating to some previous goods delivered on the matter referenced in its title, on this FamilyCourtMatters.org.

This was intended to be third, but after two days of working on it, I’m publishing it first.  The post  falls into about two equal sections (after the “Read-More” link below, before which I am mostly demonstrating that the Omidayar Entities are major players in this field) each has its own key information. The end just sort of “stops” because it was taken out of another post; it ends explaining more of the “Bain & Company” model.  Some of my purposes will be come clear as the other two posts, focused on school transformation entities, are published.  We are dealing with a MAJOR section of U.S. public institution assets, U.S. Society (as in, “the next generation”) and I am showing you, sector by sector, WHO wants (and so far, has) a major piece of the action — and some of their organizational characteristics.

Upcoming:  More on “WestEd” (a 1995-formed JPA formed by other JPAs with connections to two other JPAs dating back to the 1960s which in the first sentence describing WHO it is, lies (by about 30 years), and the second one, disarming in its openness, explains who it came from.  Which readers ought to look at, ConnectEd, and the James Irvine Foundation itself (key entity in California) and the current (billionaire) Irving Company sole shareholder, Donald Bren.  It wants to get into school transformation too, of course.

Upcoming, another post:  Three (or Four) Nonprofits who Just Wanna Transform Schools (link and full title below).  Again, this would be the third post, except I just decided to post it first.

If you’re not familiar with the name Omidiyar (unlikely…), probably you’ve heard of “eBay.”  From Bloomberg.com, the Executive Profile won’t fit all on one screenprint, but here’s most of it.  Please do read the rest of this just 49-year old billionaire, philanthropist, board member, and “mover-and-shaker” in general:

Mr. Pierre M. Omidyar co-founded Omidyar Network in 2004 and serves as its Founding Partner and Chairman. As an entrepreneur and innovator, Mr. Omidyar guides Omidyar Network with his strategic vision, values and fresh approach to the field of philanthropy. As an extension of Omidyar Network’s activities in microfinance, in 2005, Mr. Omidyar gave $100 million to Tufts University. …He also founded eBay Inc. as a sole proprietorship on Labor Day in September 1995. Mr. Omidyar served as the President at eBay Inc until August 1996. He served as the Chief Executive Officer at Ebay Inc. until February 1998 and served as its Chief Financial Officer until November 1997. After eBay became a public company in 1998, he co-founded the Omidyar Foundation… [ insert multiple accomplishments and companies he founded, and a few he worked for before founding others…]  He served as the Chairman of eBay Inc. since May 1996 until July 17, 2015 and has been its Director since May 1996. Mr. Omidyar serves as a Director of ePeople, Inc. He serves as a Director of The Ulupono Initiative, LLC. He served as an Independent Director of PayPal Holdings, Inc. since July 2015 until March 20, 2017…He served as a Director of MeetUp Inc. Mr. Omidyar serves on the Board of Trustees of Omidyar-Tufts Microfinance Fund, the Punahou School, Santa Fe Institute and the Roshan Cultural Heritage Institute. In 2011, he was honored with the Carnegie Medal of Philanthropy for the lasting impact of their work. Mr. Omidyar holds a B.S. degree in Computer Science from Tufts University.

Ebay, Inc. Executive Profile, viewed 3-29-2017 at Bloomberg.com — note: image doesn’t include the whole profile. See related link!

While writing this, I couldn’t remember exactly whether this man was associated with a sponsor of CalExit, and went looking.  Another entrepreneur (Sherpa Capital) Shervin Pishevar, was.  One thing both and many more tech and internet entrepreneurs do agree upon is shown in a letter they signed in July, 2016, expressing their opinion of our current president, but then, candidate, Donald J. Trump:

A Gigantic List of Tech Leaders Just Slammed Trump” by Sophie Kleeman (News Editor) in Gizmodo.com (“Gizmodo Media Group”).

“A lengthy list of Silicon Valley’s top players have signed an open letter slamming Donald Trump’s bigotry and policies, arguing that the bloviating, radioactive orange slime puddle “would be a disaster for innovation.”

“The letter, published this morning on Medium, includes the endorsements of Apple co-founder Steve Wozniak, Tumblr CEO David Karp, Reddit co-founder Alexis Ohanian, Twitter co-founder Ev Williams, billionaire entrepreneur Pierre Omidyar, venture capitalist Shervin Pishevar, Slack founder Stewart Butterfield, Yelp CEO Jeremy Stoppelman, and Arielle Zuckerberg, a partner at Kleiner, Perkins, Caufield & Byers and sister to Facebook CEO Mark.

The letter specifically calls out Trump’s “divisive candidacy,” “poor judgment and ignorance about how technology works,” and attitudes toward women, immigrants, and people of color. It argues that his approach runs counter to “the open exchange of ideas, free movement of people, and productive engagement with the outside world that is critical to our economy.” There’s not much in the way of specific policy callouts, but the letter does criticize Trump’s giant wall and plans for deportations and profiling…

My point here being that in such a long list (click link to “Medium” to see), Pierre Omidyar made the cut for listing the big ones; is simply billionaire entrepreneur” (I’m sure many of the others on the list also fit that category), and there also is Shervin Pishevar who has come out in favor of CalExit.

I’m not following all Omidyar entities –one of them came up in the blogging context for school transformation using technology and in a particular business format which has close resemblance to the Bain/Bridgespan model, from what I can tell.   However, this paragraph from that letter is also interesting:

An open letter from technology sector leaders on Donald Trump’s candidacy for President

from 7-14-2016 “An Open Letter to Trump from the Technology sector”

We are inventors, entrepreneurs, engineers, investors, researchers, and business leaders working in the technology sector. We are proud that American innovation is the envy of the world, a source of widely-shared prosperity, and a hallmark of our global leadership.

We believe in an inclusive country that fosters opportunity, creativity and a level playing field. Donald Trump does not. He campaigns on anger, bigotry, fear of new ideas and new people, and a fundamental belief that America is weak and in decline. We have listened to Donald Trump over the past year and we have concluded: Trump would be a disaster for innovation. His vision stands against the open exchange of ideas, free movement of people, and productive engagement with the outside world that is critical to our economy — and that provide the foundation for innovation and growth.

Great ideas come from all parts of society, and we should champion that broad-based creative potential. We also believe that progressive immigration policies help us attract and retain some of the brightest minds on earth — scientists, entrepreneurs, and creators. In fact, 40% of Fortune 500 companies were founded by immigrants or their children. Donald Trump, meanwhile, traffics in ethnic and racial stereotypes, repeatedly insults women, and is openly hostile to immigration. He has promised a wall, mass deportations, and profiling.

The parts I marked in different font may sound differently after you’ve looked more closely at the business model and (as I did, particularly as to grants and overseas investment policies) the Omidyar Network Fund, Inc. (a philanthropy and a Form 990PF) initial grantees and ongoing “investees.”  Total Gross Assets for the Network Fund, Inc. for YE 2015 was $446M, i.e., pushing ½ billion. It is being funded from another trust in his name; that year, to the tune of $184M (see its “Schedule B” for the list of payments).  No outside donations or funders are even needed, or wanted, apparently.  Control rests in the hands of the Boards of Directors at least for the private foundation.

The Omidyar Group (see in “PayLoad” section) has offices in the US (East-D.C. and West Coast – “Silicon Valley” Northern California), London, Mumbai, and Johannesburg, as well as it Network Fund is the controlling entity of an LLC in Brazil. The investment model seems to include the typical “partial ownership in exchange for our support” and among the investments are in proprietary digital platforms targeting school systems (here, and overseas).

Among the first $8M of grants to from the fund in its first year, $1,000,000 (the largest grant by far) went to America Indian Foundation, and $700,000 to an Institute in London.  Ongoing involvement in buying British government debt and charities seems to be part of its strategy (“program investments”) and so forth. (Tax returns and some more of these screenprints will be shown below). $4M went to Grameen Foundation USA (Both Grameen Foundation and Grameen Bank articles in Wiki were flagged, but I gather this is based on Grameen Bank (Bangladesh), Microcredit financing and the USA foundation was started in DC in 1997; and that last fall, the foundation consolidated operations with “Freedom From Hunger.)

Short Insert Section on Grameen Bank & Grameen Foundation USA (half of first Omidyar Network, Inc. grants to other organization went to this one, so I looked into it….)  This adds about 2,000 words to the post size. Looking more closely at this situation, I saw why it might be attractive to the Omidyar business model in general.  

Grameen Bank (“Bank for the Poor”) Founder Muhammad Yunus:

Muhammad Yunus was born on 28 June, 1940 in the village of Bathua, in Hathazari, Chittagong, the business centre of what was then Eastern Bengal. He was the third of 14 children, of whom five died in infancy. His father was a successful goldsmith who always encouraged his sons to seek higher education. But his biggest influence was his mother, Sufia Khatun, who always helped any poor person or relative who knocked on their door. This inspired him to commit himself to eradication of poverty. His early childhood years were spent in the village. In 1947, his family moved to the city of Chittagong, where his father had the jewelery business. …. (realizing the problem was interest rates and middle men for poor women with a trade):

Against the advice of banks and government, Yunus carried on giving out ‘micro-loans’, and in 1983 formed the Grameen Bank, meaning ‘village bank’ founded on principles of trust and solidarity. In Bangladesh by 2015, Grameen has 2,568 branches, with 21,751 staff serving 8.81 million borrowers in 81,392 villages. On any working day Grameen collects an average of $1.5 million in weekly installments. Of the borrowers, 97% are women and over 97% of the loans are paid back, a recovery rate higher than any other banking system. Grameen methods are applied in projects in 58 countries, including the US, Canada, France, The Netherlands and Norway.

And a message from the founder:

Beloved owners and honoured members of Grameen Bank:

Thirty-five years ago, I did not know that I would start a bank, and that I would lend to poor people, especially to poor rural women. Like many other teachers, I was busy teaching in the classroom, far from the realities on the ground. But Jobra village took my future into a completely different direction. I saw, first hand, how the loan sharks enslaved the villagers; I thought that if I were to lend money to the poor, then the villagers could be free from the grasp of the loan sharks. That is what I did. I never imagined that this would become my calling in life. I learned a lot sitting and talking with the women of Jobra; I came to know about things which I had never imagined. I longed to do whatever I could to help them. With my students, I was able to help the women in a small way. Acting as the guarantor, I was able to arrange loans from the bank for the poor people of the village. Alongside the loans, I added a savings program. At that time, women in the village did not have the capacity to save. The savings program started with 25 paisa in savings per week. Today the total amount of savings by the borrowers stands at 6 billion Taka!

Our members, when we started, did not know how to read or write. We started to teach them to write their name, with sticks in the dirt. I then created the Grameen Bank Project.   (etc.)

Among the “16 Decisions” are those relating to cultural decisions (not taking dowry, keeping family size small) as well as commitment to living clean, and no dilapidated housing, and “16.0 We shall take part in all social activities collectively.” (The model was designed for the villages it was intended for)….See also its “FAQs” (For example: Why focus on women:  “Women in Bangladesh are neglected by society. Through the opportunity of self-employment and the access to money, Grameen Bank helps to empower those women. In addition, studies have shown that the overall output of development is greater when loans are given to women instead of men, as women are more likely to use their earnings to improve their living situations and to educate their children.”). Or, under “Breaking the Vicious Cycle of Poverty — the poor do not have collateral. Instead, Grameen Bank depends on: “the voluntary formation of small groups of five people to provide mutual, morally binding group guarantees…” accompanied by “Intensive discipline, supervision, and servicing characterize the operations of the Grameen Bank, which are carried out by “Bicycle bankers” in branch units with considerable delegated authority. The rigorous selection of borrowers and their projects by these bank workers, the powerful peer pressure exerted on these individuals by the groups, and the repayment scheme based on 50 weekly installments, contribute to operational viability to the rural banking system designed for the poor…”

Grameen Foundation in Washington, D.C.

That was the bank; this is the foundation, which as it says, is focused on other nations, women, in particularly and (well read their main page):

The Grameen Foundation (“About” page)


Enable the poor, especially women, to create a world without hunger and poverty.


Grameen Foundation is a global nonprofit organization that brings innovative and sustainable solutions to the fight against poverty and hunger. Together with local partners, we equip families, women, and smallholder farmers with resources and services that expand financial inclusion, strengthen resilience, enhance health and improve livelihoods.

Our approach combines the power of partnerships, digital technology, and self-help solutions.

  • To achieve lasting change, we collaborate with local partners: companies, non-governmental organizations, government agencies and others that share a common interest in developing, delivering and sustaining innovative solutions to poverty and hunger.
  • We strive to harness the unprecedented opportunities offered by technology, especially digital technology, to accelerate progress across our programs.
  • Our solutions always promote self-help, and because children are most vulnerable to the ravages of poverty and malnutrition, we focus on women—their primary caretakers. We equip women to succeed at the very thing they are already determined to do—feed their children, improve their family’s health, and create positive change in their communities

Where We Work

Grameen Foundation works in developing nations where poverty and chronic hunger are suffered by a large portion of a country’s population, and in countries where wide disparities of wealth leave large populations marginalized.

Headquartered in Washington, D.C., we are a 501(c)(3) organization with offices in the U.S., Africa, Asia, and Latin America. We work in the Middle East and North Africa through Grameen-Jameel Microfinance Limited, a joint venture, and in India through Grameen Foundation India, a wholly-owned subsidiary, and through Freedom from Hunger India Trust, an independent affiliate.

Total results: 3Search Again.

Grameen Foundation USA DC 2015 990 63 $16,146,182.00 73-1502797
Grameen Foundation USA DC 2014 990 51 $17,208,690.00 73-1502797
Grameen Foundation USA DC 2013 990 58 $20,467,631.00 73-1502797

For year “2015” (which is Fiscal 2014) above, declaration of authority over financial  accounts in the following countries (by 2-letter abbreviations):

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?…………………….

If”Yes,”enter the name of the foreign country CO-GH,CO,UG,HK,RP,KE,ID,IN
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBA R)

I managed by tweaking the URL (and figuring out a different Fiscal Year End (Dec, not March) to locate this foundation’s FY2004 return, pretty early in its development.  For Omidyar Networks Fund to have given it $4,000,000 out of a total $10.9M (non-government) received that year was a significant boost. In the same return (two images shown) Schedule A of prior years, we can see it basically helped double their revenue.  At this time no officer was paid over $100K (and few over $50K) and few program investments.  Now, many are paid well over $100K, and program investments (are around $3.6M):

Grameen Foundation USA Yr 2004 (Pg 1 top)

Grameen Foundation USA Yr 2004, Sched A of Support (Prior years)



Financials are posted (Annual Report, Audited Statement, Form 990) on organization site, unfortunately the one labeled “FY2016 if clicked turns out to be “FY2015 (Their Fiscal Year is April 1 – March 31 of next year):

https://grameenfoundation.app.box.com/v/FY2016-Form990 (EIN# 73-15027977, shows a new address within Washington, D.C.)

Tax Return Part VIIB, Independent Subcontractors paid over $100K for that year (only 5) shows  (with a name that includes “Mauritius”) only one in the USA, and 4 out of 5 are “Software Development Services;” the next image shows where Program Related Investments are held:

In other words, there is a significant involvement globally, but when it comes to the US, schools transformation seems a focus. Speaking of the investment in schools, this is also what the Tech Leaders, in the letter re: Trump, had to say last July:

Finally, we believe that government plays an important role in the technology economy by investing in infrastructure, education and scientific research. Donald Trump articulates few policies beyond erratic and contradictory pronouncements. His reckless disregard for our legal and political institutions threatens to upend what attracts companies to start and scale in America. He risks distorting markets, reducing exports, and slowing job creation.

We stand against Donald Trump’s divisive candidacy and want a candidate who embraces the ideals that built America’s technology industry: freedom of expression, openness to newcomers, equality of opportunity , public investments in research and infrastructure, and respect for the rule of law. We embrace an optimistic vision for a more inclusive country, where American innovation continues to fuel opportunity, prosperity and leadership.


Among some of the more progressive school transformation nonprofits I’ve been seeing, and their wealthy sponsors, “respect for the rule of law” has NOT been at an all-time high (referring to the James Irvine Foundation / Connected:  The Center for College and Career relationship, nothing particularly re: Omidyar entities so far).  While I have plenty of concerns about our current president, I know too much about prior administrations to take proclamations of loyalty to this country at face value.  Certainly it’s been good for the tech giants and those who have invested in their stock, and it’s very, very good for those who figure out “which way the wind is blowing” (before acquiring enough leverage to Do the blowing themselves, or with each other) before any field has been fully co-opted by others.

Right now, as I am continuing to document, the “school transformation through proprietary digital platforms” field is already crowded, the application of the Bain & Company turnaround (LBO, nonprofit-style) to nonprofits field is GETTING crowded, and the concept of reducing manpower by standardizing operations according to digital analytics in the social science and family services field has long been on that course, as you can see (and I have been blogging since I learned of it) by groups such as NCCD (National Council on Crime and Delinquency) and their various trademarked data analytics which you can view on their website:  NCCDglobal.org last I looked.


All they really needed to get it going for good is contributions from INTERNATIONAL governments and all across the USA (as a nonprofit no one would particularly pay much mind to), shifting their HQ to the West Coast (NY to Oakland, CA), and lawyers or a nonprofit firm run by lawyers in New York (Children’s Rights, Inc. self-appointed national watchdog for abused and neglected children)  to, in sequence, systematically sue entire state child welfare agencies, WIN settlements, and demand restructuring to use the NCCD software.  Someone has to be trained in its usage, and “voila” — NCCD gets more business.

NCCD provides training and technical assistance related to juvenile justice, child welfare, adult protective services, economic support, and education. These activities focus on the needs of our clients and partners, and include training in the SDM system, family and client engagement, gender responsiveness, addressing disproportionate incarceration by race, worker and supervisor coaching, data monitoring, and process evaluation and consultation to improve services.

For more information, please contact us.

Children’s Rights, Inc. in NYC. NCCD was a subcontractor one year, I noticed it on the tax return because it was on the opposite coast, which in the context seemed odd. Sho ’nuff, NCCD was taking grants from many Commonwealth of Nations government, provinces (Canada and others) as well as many specific states in the USA as well as some metropolitan areas within this country. It functions nonprofit too, of course.

You can search this blog for some of those terms and look at the uploaded images or IRS filings; I have reported on this, but may not remember all details exactly of course.

Why I’m in the mood to talk..

After days of annotating images and moving links into place, reformatting with each annotation, move and linkage, I’m in a mood for a conversational “Preamble” about this situation.

Below that, you can see the pictures, charts, exhibits and more visually interesting documentation which has begun to populate this blog since I learned how to do it, about a half year ago.

Actually, both sections now have images as I decided to also post something I’ve been holding onto for a long time, as in all it’s a major (detailed, over 150pp) write-up covering several fields of professional practice, and some well-known entities.  BUT, I did it looking at the nonprofit filings.

This writeup was completed over a year ago.  I am posting several images and a link to 7 pages of summary information specific to original entities starting the Family Justice Center and its Camp Hope in Southern California. It shows just how far off-the-chart insane the setup is — and that it IS indeed a “set-up.”

I am about to talk about “Selling Hope,” and as it turns out key to the Family Justice Center model (originally) was its “Camp Hope seeking to just help some kids ages 6-15 especially, get out and play (with or without their parents), particularly traumatized and vulnerable kids. Now there’s a Camp Hope Oregon being advertised.

I would’ve thought that “Selling Hope” would be a sarcastic title, and that “hope” should NOT be for sale in the form of words Or goods, but apparently there’s now a “science of Hope” and a “Pocketful of Hope®” nonprofit which University of Oklahoma just “had” to do a preliminary evaluation on (run by the person who’s running the trademarked program). Just shows how far people will go in search of a sale….Among the quoted authors is Mr. Gwinn of the original San Diego FJC.  So, in this “Preamble” section, I will also have “Show and Tell.”

For those who just don’t have the patience or time for both sections, I’ll mark them “Preamble” ….  then  “PayLoad”… If you must pick one, pick section “PayLoad”


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Written by Let's Get Honest

March 30, 2017 at 9:01 pm

A Closer Look at “The Trade of the [previous] Century,” and some of the related Soros/Open Society Foundations, Their Ownership, Investments, and Activities (per Forms 990/990PF)

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A Closer Look at “The Trade of the [previous] Century,” and some of the related Soros/Open Society Foundations, Their Ownership, Investments, and Activities (per Forms 990/990PF) (short-link ends “-573”)

In looking at the 1992 trade of the (previous) century in which $1 billion was made for the fund which bet AGAINST British pound sterling, while billions more were lost by the unfortunate Brits in that deal, I asked (before delving somewhat headfirst — only the heels left above ground-level — into some of these Open Society tax-exempts and how they interact with each other, in this post) —

My question being, given  how the funds are flowing and the profits being made, if someone this smart (with smart advice also, obviously) could bring the Bank of England to its knees, resulting in an entire currency having to go off the ERM (Exchange Rate Mechanism), but still fail anyhow — and thus get devalued costing the British taxpayers billions, then what country, or currency, is next, and from the same source?  Also, do we really think this kind of game is only played on the politically Left or Progressive side of politics?

It’s beyond interesting, and I think should be kept in mind whenever you are hearing rhetoric about the pubic schools, education, transformation, and again, “left v. right.”

This post (as drafted 11/28/2016) began:

We have to open some Forms 990 and comprehend the contents.  Once this becomes habit (and probably not before it does), will the importance of the habit become evident.

Written and stored as draft 11/28/2016 with much detailed research and annotated images of the same.  In publishing it 3/24-25/216 (within the First 100 Days of the Pres. Donald J. Trump Administration, and as (today) the vote to take down “Obamacare” has just officially fizzled when the Republicans refused to support it.  So as to “a nation divided” I think these posts are still relevant.

Because of the level of detail already researched in late Nov. for this post, I am not going to re-immerse myself in the material, but post most of it “as is.”  However here is some transition information, highlights, which may help digest the original posts.  Writing it took me from some generalized awareness that the Open Society/Soros Funds were (1) many and (2) generally, large.  I also already knew that there was a particular hub of fatherhood (male minority-focused) programming in Baltimore and was surprised to learn of one tax-exempt entity characterized as Open Society’s “U.S. Programs” base — and using a “dba” for the actual legal name of the NY based “Open Society Institute-Baltimore.”

You will also find some information in here (not typical in the media) on Betsy DeVos, now our new Secretary of (the U.S. Department of Education), whom the Left is raking over the coals for her support of charter schools and intent to supposedly dismantle the public education system.

While I am no fan of the DeVos Family or ANY of their programming I’ve become aware of over time (nor am I a fan of charter schools, although I’ve taught in some — as well as other kinds of schools over several decades — as a professional musician), I also understood the differences between various school options as a parent (after first escaping the abuse, single parent) of modest means with the goal of making possible for my daughters a four-year college of their choice on scholarships based on each child’s unique abilities.  But what came up here is funding of the “Fund for Educational Excellence” and the “Foundation for Educational Excellence” not to mention Alliance for Excellence in Education.  There are personnel in common you might not expect to be working together for this cause.

https://www.ffee.org/about-us/ (Baltimore-Based) (does it post Form 990s or EIN#?  No.  It does post “Annual Reports” (but only through year 2014).  Since 1984.  List of major sponsors includes Open Society Institute-Baltimore. Says it’s serving as a fiscal agent for the public schools (??).

Founded in 1984, the Fund is a Baltimore-based non-profit organization that works to secure the financial, human, and knowledge resources necessary to support innovation that increases student achievement in City Schools.

FundForEducat’lExcellence (ffee’org,Baltimore) 2014 Annual Rept WhatItDoes Excerpt (Screen Shot 2017-03-25)







In the last post “Indicators”* like this one written and stored in draft 11/28/2016 and being published about four months later in late March, 2017, with some additions, I asked a series of pointed questions, after discussing the “Conservative vs. Progressive” (or, Republican v. Democrat, or, [switching the order of labels here..] Left v. Right) and some “shine the light on our political opposites” websites — as the nonprofits they were.

*”Indicators that both Left and Right Want Their Public Distracted, Occupied, and Entertained (engaging the Emotional versus Logical Processes) with Good Guy/Bad Guy Storytelling 

I asked the questions in this format:

…[re:] “Sourcewatch,” a project of The Center for Media and Democracy [“CMD”], also a small progressive nonprofit dedicated to the opposite, and in its own words:

“CMD’s breakthrough investi-gations of the Koch Brothers, the American Legislative Exchange Council (ALEC) and its American City County Exchange (ACCE), the State Policy Network (SPN), and numerous corporations and corporate-front groups).  Like  the David Horowitz Freedom Center, CMD has several projects, which may be reflected in on-line web pages:  PRWatch.org, SourceWatch.org, AlecExposed.org, etc.”

The point being:

Discover the Networks (and similar nonprofits or on-line publications) are going to look at Soros and the Clinton Foundation and report on and condemn groups/activities considered Left or Progressive.  The other side (and similar nonprofits or on-line publications) is of course going to point fingers at the Koch Brothers and others considered Right or Conservative.  Both attempt to identify their own position as best for America (and by association, the world).  Essentially, pointing fingers, mud-slinging, personalizing/demonizing perceived leadership of the other side, and telling one-sided stories while implying they are factual, neutral and objective.

My questions were:

  • Which types of reporting, and in this case which of the above two nonprofits (David Horowitz Freedom Center with its “DTN” above + The Center for Media and Democracy, with Sourcewatch, PRWatch, AlecExposed, etc.), encourages or even helps readers acquire basic nonprofit, Form 990, or otherwise basic accounting and economic literacy on the nonprofit OR the government sector, and in the public interest?
  • And since neither are doing this, why not?    Why, if the originators of this type of reporting are so concerned about the magnitude of the opposite political party’s threat to stability, commonsense, or “America” would these not wish for their audiences a wide public better educated on economic and accounting literacy, instead of maintaining or acquiring the position of chief storyteller?
  • Is the attempt to grab people’s heads and discretionary time to listen to storytelling (which any hearsay information is), and hopefully add to the contributions of said nonprofits doing the reporting, a genuine demonstration of civic interest?  Or is all the reporting (on both sides) justifying the continued proliferation of the nonprofit sector, which is actually profitable for corporate wealth on BOTH sides of the political fence?

[Logically, if any group is so concerned about the public’s lack of awareness of how bad the other side’s nonprofit “shadow governments” as well as their programming (run through the nonprofits), then the same wouldn’t just post the results of their own studies, but point readers to “the tools of the trade” in looking up ANY nonprofit, or foundation, and evaluating it — getting their eyes (and heads) closer to the evidence, versus being spoonfed it from a different nonprofit.

These groups, by and large, are NOT promoting “where to look up a nonprofit” or “how to locate and read your local government financial statements” but “how to follow us and counter the bad guys’ programming….  Apparently they only want a public educated enough to follow — not to act independently and possibly investigate not only those being reported on, but also those doing the reporting — as to what kind of entity, how funded, how small or big, how old, where located, and in particular, how honestly are they reporting to the IRS, and maintaining corporate legitimacy.

Finally (in this list of points from last post “Indicators….”) I referenced my intent, in following education-focused nonprofits, to look more closely at the Open Society ? Soros entities.

  • In the field of education, specifically — these nonprofits I have been currently looking at, although clearly one is more Open Society Foundations / Soros-involved than the other political side — have organizations whose board membership (and in one instance I am talking, an ex-Governor) can be found on both progressive and conservative nonprofit focused on the same subject matter.  Interesting….

Yes, and this did catch my attention, I saw a known right-wing leader and a known progressive-associated leader on the same “make education excellent” foundation (actually two different ones, not including yet another one “Alliance for Excellent Education.”).

A Closer Look at “The Trade of the [previous] Century,” and some of the related Soros/Open Society Foundations, Their Ownership, Investments, and Activities (per Forms 990/990PF) (short-link ends “-573”)

….emerged from this post,

Long post title with shortlink (short enough to tweet): 4th Quarter 2016 Review of Who’s Pushing Things “First 5” (and K12) Public School “Transformation”   (Sticky Post added 11-20-2016)

My long introduction to the Closer Look and a series of tax-return images from Open Society or Soros Foundations (Funds), in its demonstrating why we need to get this fiscal literacy thing down — and start at the top (Macro Economic Players) with some sustained, self-directed study and refusal to buy into the name-calling, finger-pointing, mud-slinging political parties (Progressive OR Conservative in alignment) that the various on-line websites and publications (not to mention mainstream media) encourage, to their nonprofit program purposes (including contribution, and persuasion) — to make those points, of course required more show and tell.  About 8,000 words into that, I booted that information overboard, to THIS post (in draft still):

Indicators that both Left and Right Want Their Public Distracted, Occupied, and Entertained (engaging the Emotional versus Logical Processes) with Good Guy/Bad Guy Storytelling with Big Letters, Bright Colors and Pretty Pictures. Otherwise the Public might Actually Acquire the Basic Fiscal Literacy which underlies Good Judgment, and, in general, through Independent Action, Actually Communicate with Each Other to Achieve Economic Independence without Enslaving Others? (shortlink these urls ARE case-sensitive ends “-57T”).

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Written by Let's Get Honest

March 24, 2017 at 8:48 pm


Journalist specialising in the Horn of Africa and Southern Africa

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'A Different Kind of Attention Develops Sound Judgment' | 'Suppose I'm Right Here?...' (posted 3/23 & 3/5/2014). Over 680 posts, Public-Interest Investigative Blogging On These Matters Since 2009.

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