← SYLVIA BOZEMAN AND RHONDA HUGHES EDGE FOUNDATION

Form 990 for tax year 2022

Filed by SYLVIA BOZEMAN AND RHONDA HUGHES EDGE FOUNDATION.

Totals

Total revenue: $152,421
Total expenses: $252,246
Contributions and grants received: $147,360
Grants paid: $165,323
Program service revenue: $0
Investment income: $1,230
Other revenue: $3,831
Total assets, end of year: $178,609
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $178,609
Program services expenses (Part IX): $246,727
Management and general expenses: $5,519
Fundraising expenses: $0
Program service expenses (Part III): $246,727

Program services were 97.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$147,360
1g · Noncash contributions included above

$1,683
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $1,230 · related or exempt $0 · unrelated business $0 · excluded $1,230
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$0
8c · Net income from fundraising events

total $0 · unrelated business $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $3,831 · related or exempt $3,831 · unrelated business $0 · excluded $0
11e · Other revenue, total

$3,831

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $62,928 · program services $62,928
2 · Grants to domestic individuals

total $100,338 · program services $100,338
3 · Grants to foreign organizations and individuals

total $2,057 · program services $2,057
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $48,165 · program services $48,165 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $0 · program services $0 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $2,560 · program services $0 · management and general $2,560 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $97 · program services $0 · management and general $97 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $1,544 · program services $1,544 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $772 · program services $772 · management and general $0 · fundraising $0
13 · Office expenses

total $2,081 · program services $523 · management and general $1,558 · fundraising $0
14 · Information technology

total $1,234 · program services $0 · management and general $1,234 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $0 · program services $0 · management and general $0 · fundraising $0
17 · Travel

total $29,963 · program services $29,963 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $0 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $0 · program services $0 · management and general $0 · fundraising $0
23 · Insurance

total $0 · program services $0 · management and general $0 · fundraising $0
24a · Other expenses: Local activities for EDGE 2022 participants

total $437 · program services $437 · management and general $0 · fundraising $0
24b · Other expenses: Reimbursement of erroneous payment

total $70 · program services $0 · management and general $70 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $123,174 · end of year $46,935
2 · Savings and temporary cash investments

beginning of year $155,260 · end of year $131,674
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
29 · Capital stock, trust principal or current funds

beginning of year $278,434 · end of year $178,609
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

The mission of the Sylvia Bozeman and Rhonda Hughes EDGE Foundation is to strengthen the ability of female students to successfully complete graduate programs in the mathematical sciences. In addition to a summer program for entering graduate students, the EDGE Foundation provides ongoing support for women pursuing careers in the mathematical sciences at several critical stages of their careers.

Activities or mission (Part I)

The EDGE Foundation supports programs whose goal is to strengthen the ability of women students to successfully complete PhD programs in the mathematical sciences and to place more women and underrepresented minorities in visible leadership roles in the mathematical sciences.

The EDGE SUMMER PROGRAM. The EDGE Summer Program is an intensive immersion experience where a cohort of new graduate students, plus three graduate mentors, five faculty, a difficult dialogues facilitator and guest speakers work together to provide a secure academic foundation and supportive network for the next years of graduate school. The 2022 EDGE Summer Program was hosted at the University of Oxford in June 2022, though some expenses were paid after July 1, 2022, such as subsistence and stipends. The 2023 EDGE Summer Program was hosted in June 2023 at Brown University. Most expenses were paid before July 1, 2023, such as travel and stipends.

Expenses $193,034 · Grants $121,167
The Karen EDGE Fellowship In May 2019, the EDGE Foundation received a one-time contribution from Karen Uhlenbeck, winner of the 2019 Abel prize. With this contribution, the EDGE Foundation established the Karen EDGE Fellowship, which supports mid-career mathematicians in the United States from groups traditionally underrepresented at research institutions in the mathematical sciences. The Fellowship promotes the research productivity and visibility of these mathematicians, providing grants to each Fellow over three years. The Karen EDGE Fellows were awarded their funds in September, 2022.

Expenses $34,658 · Grants $34,658
Interdisciplinary Research Laboratory in Mathematical Biology. The program is designed to expose advanced graduate students/postdocs in the mathematical sciences to interdisciplinary work in a lab. Through this opportunity, participants learn about a new interdisciplinary research project and potentially start new research collaborations. Participants and mentors engaged in workshops together to promote best collaborative practices. Then, research pairs worked together in person or virtually for one week to kickstart a new research collaboration.

Expenses $13,491 · Grants $3,441
Mobilizing the Power of Diversity - a conference in celebration of EDGE's 25th anniversary. This conference, taking place at Bryn Mawr College Oct 13-14, 2023, will convene community leaders to assess the gains made by diversity initiatives, how those gains fuel innovation and creativity, and the ongoing challenges that remain. Some minor expenses were incurred in this fiscal year, including honoraria deposits and booking fees.

Expenses $5,544 · Grants $4,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Alison Marr

Board Member Ex-Officio

Total calculated

$20,165

From this org

$20,165

From related orgs

$0

Other

$0

Hours/week

5
Raegan Higgins

Board Member Ex-Officio

Total calculated

$20,000

From this org

$20,000

From related orgs

$0

Other

$0

Hours/week

5
Heather Harrington

Board Member

Total calculated

$8,000

From this org

$8,000

From related orgs

$0

Other

$0

Hours/week

2
Ami Radunskaya

President and Board Member

Total calculated

$0

Hours/week

7
Ulrica Wilson

Vice President and Board Member

Total calculated

$0

Hours/week

1
Lloyd Douglas

Treasurer and Board Member

Total calculated

$0

Hours/week

0.5
Sylvia Bozeman

Secretary and Board Member

Total calculated

$0

Hours/week

2
Ingrid Daubechies

Board Member

Total calculated

$0

Hours/week

0.1
Martina Ebert

Board Member

Total calculated

$0

Hours/week

1
Fern Hunt

Board Member

Total calculated

$0

Hours/week

0.1
Ellen Kirkman

Board Member

Total calculated

$0

Hours/week

0.1
Cory Powell

Board Member

Total calculated

$0

Hours/week

0.1
Talithia Williams

Board Member

Total calculated

$0

Hours/week

0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Pomona College

$58,928

EDGE Program Coordinator, whose title changed midyear to Associate Director of Grants and Programs

Provenance

Return type: form_990
Tax year: 2022
Filed: 10 November 2023
IRS schema version: 2022v5.0
Source object: 202323199349318947

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