2025-12-23T11:21:35-06:00 2025-06-30 464122151 SCHOFER DILLBERG & COMPANY INC 190 N MAIN STREET THIRD FLOOR NATICK MA 01760 990 2024-07-01 841796955 MARTIN TRUST PARTNERSHIP IN EDUCATION FOR EARLY LEARNERS INC MART 6175468200 127 HARVARD STREET BROOKLINE MA 02446 LAURA TRUST PRESIDENT 6175468200 2025-12-21 1 0 MARK SCHOFER P00423537 5085458405 2024 2025-03-06 01:10:19Z LAURA TRUST 127 HARVARD STREET BROOKLINE MA 02446 2878842 0 X HTTPS://TRUSTEARLYLEARNERS.ORG/ X 2019 MA FOCUSED ON ENSURING HIGH-QUALITY EARLY EDUCATION ACROSS THE SECTOR, THE MARTIN TRUST PARTNERSHIP IN EDUCATION FOR EARLY LEARNERS WAS ESTABLISHED TO ENSURE QUALITY IN ALL SPACES IN WHICH YOUNG CHILDREN LEARN. BY PARTNERING WITH SCHOOLS AND DISTRICTS AND THROUGH WORK IN ITS LAB SCHOOL, THE PARTNERSHIP FOCUSES ON SUPPORTING PRE-K AND KINDERGARTEN EDUCATORS TO IMPROVE TEACHER PRACTICE BASED ENTIRELY ON HOW YOUNG CHILDREN LEARN BEST. 7 5 31 5 0 0 1537964 1444772 1297850 1423939 140 132 0 5679 2835954 2874522 628443 634535 0 0 1575743 1728821 0 0 209648 633722 667828 2837908 3031184 -1954 -156662 5230650 4535782 183579 420679 5047071 4115103 MARTIN TRUST PARTNERSHIP IN EDUCATION FOR EARLY LEARNERS' MISSION IS TO CREATE THE MODEL OF ACCESSIBLE, EQUITABLE, SUSTAINABLE, HIGH-QUALITY EARLY EDUCATION FOR ALL YOUNG CHILDREN WITH A GENERATION OF HIGHLY VALUED AND EXPERIENCED EARLY EDUCATORS. 0 0 2484456 634535 1423939 THE MARTIN TRUST PARTNERSHIP PROVIDES HIGH-QUALITY, PLAY-BASED, INTENTIONAL TEACHING AND LEARNING TO A DIVERSE POPULATION OF YOUNG CHILDREN IN OUR LAB SCHOOL REGARDLESS OF ANY FAMILIES' ABILITY TO PAY, ENSURING STUDENTS' SUCCESS IN KINDERGARTEN AND BEYOND. THE PARTNERSHIP ALSO PROVIDES PROFESSIONAL DEVELOPMENT AND MENTORSHIP TO EDUCATORS OF YOUNG CHILDREN IN ANY SPACE IN WHICH YOUNG CHILDREN LEARN WITH A FOCUS ON INTENTIONAL INSTRUCTION OF ESSENTIAL SKILLS IN PLAY-BASED LEARNING ENVIRONMENTS. THE LAB SCHOOL'S STRONG STUDENT OUTCOMES PROVE THE PROGRAM WORKS: USING THE IGDIS, A COMMON ASSESSMENT TOOL, THE LAB SCHOOL'S STUDENTS SHOWED LITERACY PROFICIENCY GAINS OF 41.1% AND NUMERACY GAINS OF 39.5% FROM FALL '24 TO SPRING '25. 2484456 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 7 5 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X LAURA TRUST 6177261111 PO BOX 470629 BROOKLINE MA 024459998 LAURA TRUST PRESIDENT 40.00 X X 0 0 0 ALAN LITCHMAN TREASURER & CLERK 30.00 X X 0 0 0 JEN MULLEN DIRECTOR 1.00 X 0 0 0 KENNETH BELLO DIRECTOR 1.00 X 0 0 0 MICHAEL BASS DIRECTOR 1.00 X 0 0 0 SUSAN ELSBREE DIRECTOR 1.00 X 0 0 0 WHITNEY MCCULLOCH DIRECTOR 1.00 X 0 0 0 JAYE SMITH CEO 40.00 X 76923 0 0 ANASTASIA GOGOL EXECUTIVE DIRECTOR 40.00 X 108069 0 0 184992 0 0 1 0 0 0 0 58713 1100000 237643 48416 1444772 TUITION 611110 1423939 1423939 1423939 132 132 9999 58713 4320 5679 5679 2874522 1423939 0 5811 634535 634535 76921 59350 9073 8498 1508615 1163977 177969 166669 143285 110552 16903 15830 62351 7065 53848 1438 9297 7438 1487 372 364686 291749 58350 14587 58920 58920 39606 24884 14276 446 SUPPLIES 95396 91695 2961 740 CLOTHING AND OTHER EXPE 31403 31403 PROCESSING AND REGISTRA 4823 2888 1713 222 FUNDRAISING EXPENSE 846 846 500 500 3031184 2484456 337080 209648 28638 159037 4894612 4102555 170130 179623 281194 243275 91885 37919 14000 14000 31385 42648 5230650 4535782 75834 278514 107745 142165 183579 420679 X 140621 12548 4906450 4102555 5047071 4115103 5230650 4535782 X -156662 -775307 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 281194 243275 37919 37919 2328424 84117 4320 88437 2239987 634535 634535 2874522 3260392 859423 4320 863743 2396649 634535 634535 3031184 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH INCOME ON FORM 990 PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND DISCOUNTS, NETTED WITH TUITION ON FINANCIAL STATEMENTS, SEPARATELY REPORTED AS GRANTS EXPENSE ON TAX RETURN PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH INCOME ON FORM 990 PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND DISCOUNTS, NETTED WITH TUITION ON FINANCIAL STATEMENTS, SEPARATELY REPORTED AS GRANTS EXPENSE ON TAX RETURN 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL PRINTED MATERIALS AND COMMUNICATION CONTAIN THE NONDISCRIMINATORY POLICY STATEMENT. SCHEDULE E, PART I, LINE 6 RECEIVED MASSACHUSETTS EEC ARPA GRANTS AND TOWN OF BROOKLINE BEECON GRANTS. BENEFIT 68712 58713 9999 1315 3005 68712 58713 9999 1315 3005 4320 5679 1 FINANCIAL AID FOR STUDENTS ATTENDING THE SCHOOL. 40 634535 PART I, LINE 2: FOR THE FINANCIAL AID THAT IS AWARDED, THE SCHOOL ENSURES THAT THE STUDENT ATTENDS THROUGHOUT THE SCHOOL YEAR. THEIR TUITION FEES ARE REDUCED BY THE FINANCIAL AID AND THEY OWE WHAT IS REMAINING THROUGHOUT THE SCHOOL YEAR. INTENDED LLC INTENDED LLC IS OWNED 50% BY LAURA TRUST, THE SOLE MEMBER OF TEL EMPLOYEE LEASE AGREEMENT X 179623 179623 0 1 1 179623 FORM 990, PART VI, SECTION A, LINE 2 LAURA TRUST AND ALAN LITCHMAN ARE HUSBAND AND WIFE. KEN BELLO IS A PARTNER AT A LAW FIRM THAT THE SCHOOL USES. FORM 990, PART VI, SECTION A, LINE 6 LAURA TRUST IS THE SOLE MEMBER. WHILE THE MEMBERS RETAIN THE RIGHT TO MAKE OR APPROVE DECISIONS ON CERTAIN LIMITED TOPICS, THE SCHOOL'S GOVERNANCE IS CONTROLLED BY ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A LAURA TRUST IS THE SOLE MEMBER. WHILE THE MEMBERS RETAIN THE RIGHT TO MAKE OR APPROVE DECISIONS ON CERTAIN LIMITED TOPICS, THE SCHOOL'S GOVERNANCE IS CONTROLLED BY ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ACCOUNTANTS AND REVIEWED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION ISSUES TO ITS BOARD MEMBERS, OFFICERS, MANAGEMENT, STAFF AND VOLUNTEERS THE CORPORATION'S CONFLICT OF INTEREST POLICY (THE "POLICY") ON AN ANNUAL BASIS. THESE PARTIES MUST ADVISE THE PRESIDENT OF ANY TRANSACTION (AS DEFINED IN THE POLICY) THAT THEY, OR A RELATED PERSON (AS DEFINED IN THE POLICY), MAY ENTER INTO WITH THE CORPORATION TO MAKE CERTAIN THAT THE TRANSACTION DOES NOT PRESENT AN IMPERMISSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WITH RESPECT TO COMPENSATION, NO DIRECTOR, OFFICER OR EMPLOYEE SHALL BE ENTITLED TO RECEIVE ANY COMMISSIONS OR OTHER COMPENSATION TO WHICH SUCH PERSON MAY OTHERWISE BE ENTITLED FOR THE PERFORMANCE OF HIS OR HER DUTIES AS A DIRECTOR, OFFICER OR EMPLOYEE OF THE SCHOOL UNLESS SUCH COMPENSATION FOR SUCH ROLE HAS BEEN DETERMINED BY THE DISINTERESTED DIRECTORS OF THE SCHOOL AS NECESSARY TO FURTHERING THE SCHOOL'S EXEMPT PURPOSES AND THAT SUCH COMPENSATION IS FAIR, REASONABLE, AND IN LINE WITH WHAT OTHER SIMILARLY SITUATED SCHOOLS COMPENSATE SIMILAR INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS -775,307. 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