2024-05-08T15:28:51-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2022-07-01 210634503 THE LAWRENCEVILLE SCHOOL LAWR 6098952157 2500 MAIN STREET LAWRENCEVILLE NJ 08648 JOYE NAGLE ASST TRES, DIR OF FIN & CONTR 6098952157 2024-05-07 1 JOYE NAGLE 999009999 0 JOHN TOSCANO P00358542 8605614000 2024-04-25 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN S MURRAY 2500 MAIN STREET LAWRENCEVILLE NJ 08648 288889548 0 X WWW.LAWRENCEVILLE.ORG/ X 1810 NJ THROUGH HOUSE AND HARKNESS, THE LAWRENCEVILLE SCHOOL CHALLENGES A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE. OUR MISSION IS TO INSPIRE THE BEST IN EACH TO SEEK THE BEST FOR ALL. 28 27 659 287 52784 0 24418782 33100313 55916227 58628110 14109880 7198493 705694 1431710 95150583 100358626 15477293 17356117 0 0 44144087 41471612 21333 23334 7993540 37011028 50573323 96653741 109424386 -1503158 -9065760 1058874200 1072643309 121130656 118971156 937743544 953672153 X THROUGH HOUSE AND HARKNESS, THE LAWRENCEVILLE SCHOOL CHALLENGES A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE. OUR MISSION IS TO INSPIRE THE BEST IN EACH TO SEEK THE BEST FOR ALL. 0 0 83679590 17356117 58742714 STUDENT SERVICES: IN 1936, EDUCATIONAL PHILANTHROPIST EDWARD S. HARKNESS HELPED LAWRENCEVILLE RECONFIGURE THE SCHOOL'S CLASSROOMS AROUND OVAL 'HARKNESS' TABLES THAT REPLACED LECTURE AND MEMORIZATION WITH SHARED INQUIRY AND DISCOVERY. BY CONNECTING THE RIGOROUS INTELLECTUAL CULTURE AROUND THE HARKNESS TABLE TO OUTSTANDING EXPERIENTIAL AND EXTRACURRICULAR OPPORTUNITIES SPANNING ACADEMIC, ATHLETIC, ARTISTIC, CULTURAL, SCIENTIFIC, SERVICE, AND SOCIAL ENDEAVORS, LAWRENCEVILLE DEEPENS UNDERSTANDING, REINFORCES SELF-CONFIDENCE, SPAWNS CREATIVITY, AND FOSTERS INITIATIVE AND LEADERSHIP. WE EMPOWER STUDENTS TO LEARN AND THINK FOR THEMSELVES, AND TO SUBJECT PRELIMINARY UNDERSTANDING TO CRITICAL REVIEW. LAWRENCEVILLE ENCOURAGES STUDENTS TO PUT IN THE WORK, PURSUE THEIR PASSIONS, AND DEVELOP THEIR TALENTS, INSPIRING THE BEST IN EACH TO SEEK THE BEST FOR ALL. 83679590 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 137 0 1 659 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CO KY MA MD MI NH NY OH OR SC WA X JOYE NAGLE 6098952157 2500 MAIN STREET LAWRENCEVILLE NJ 08648 MURRAY STEPHEN S HEAD OF SCHOOL/ASST. SECRETARY 40.00 X X 1027960 0 461962 WEISS JONATHAN G PRESIDENT 2.00 X X 0 0 0 MELLET CELESTE M VICE-PRESIDENT 2.00 X X 0 0 0 BRASWELL PORTER TRUSTEE 2.00 X 0 0 0 BRODY HYMAN J TRUSTEE 2.00 X 0 0 0 CAHILL VINCENT J TRUSTEE 2.00 X 0 0 0 CLIFFORD MICHAEL P TRUSTEE 2.00 X 0 0 0 FANG JEAN S TRUSTEE 2.00 X 0 0 0 FRUMKIN JOSEPH TRUSTEE 2.00 X 0 0 0 GAW GOODWIN TRUSTEE 2.00 X 0 0 0 GRISWOLD BENJAMIN TRUSTEE 2.00 X 0 0 0 HOWELL LAWRENCE D TRUSTEE 2.00 X 0 0 0 KIRBY JEFFERSON TRUSTEE 2.00 X 0 0 0 LARSEN MARK TRUSTEE- OUTGOING 2.00 X 0 0 0 MABRY MARCUS B TRUSTEE 2.00 X 0 0 0 MARIO JEREMY K TRUSTEE 2.00 X 0 0 0 PUJADAS JUAN TRUSTEE 2.00 X 0 0 0 ROBBINS WILLIAM TRUSTEE 2.00 X 0 0 0 SCHANKLER CORRENTE TRUSTEE 2.00 X 0 0 0 SHAW LEUCRETIA BROWN TRUSTEE 2.00 X 0 0 0 STAIKOS JENNIFER RIDLEY TRUSTEE 2.00 X 0 0 0 TAPIERO DANIEL M TRUSTEE 2.00 X 0 0 0 TATUM LISA SKEETE TRUSTEE 2.00 X 0 0 0 TSAI JOSEPH C TRUSTEE 2.00 X 0 0 0 VISWANATHAN MEERA S PHD TRUSTEE 2.00 X 0 0 0 VOLPP KEVIN DR PHD TRUSTEE 2.00 X 0 0 0 VORIS ALEXANDRA BUCKLEY TRUSTEE 2.00 X 0 0 0 WALDRON JOHN E TRUSTEE 2.00 X 0 0 0 ZOCHOWSKI T ROBERT JR TRUSTEE 2.00 X 0 0 0 HAMMOND BENJAMIN C CFO/SECRETARY/TREASURER 40.00 X 329284 0 321882 ISAACSON MARCIA GENERAL COUNSEL/DIR. OF RM/ASST. SECRETARY 40.00 X 237175 0 40569 GOODRICH CHRISTINA ASST. TREAS./DIR. OF BUDGET, PLANNING AND ANAYLSIS 40.00 X 186825 0 38474 NAGLE JOYE ASST. TREAS./DIR. OF FIN. AND CONTROLLER 40.00 X 103007 0 19795 BARNES MARY KATE ASST. HOS/DIR. OF DEV. 40.00 X 371378 0 170711 BUCKLES GREGORY DEAN OF ENROLLMENT MANAGEMENT 40.00 X 225593 0 150722 DEVINE PETER CHIEF OPERATIONS OFFICER 40.00 X 262097 0 252050 SCOTT MARQUIS ASST. HOS/CTO 40.00 X 187091 0 179793 KOSOFF EMILIE ASST. HOS/ DEAN OF FACULTY 40.00 X 171912 0 221940 BEAVER SKYLAR ASST. DIR. OF ADVANCEMENT 40.00 X 194495 0 59531 CARTER GREGORY ASST. DIR. OF ADVANCEMENT 40.00 X 187511 0 86423 MUNTZ JERRY DIRECTOR OF PLANNED GIVING 40.00 X 187450 0 37522 GORE JOHN SR. PHILANTHROPIC ADVISOR 40.00 X 183534 0 50140 WORTHY ERIKA DIRECTOR OF HUMAN RESOURCES 40.00 X 268579 0 22936 4123891 0 2114450 62 0 1 0 THE ALBERT M HIGLEY CO LLC 3636 EUCLID AVE CLEVELAND OH 441152533 CONSTRUCTION 36974815 SUSTAINABLE FARE PO BOX 543 ISLAND HEIGHTS NJ 08732 FOOD SERVICES 4803929 VJ SCOZZARI & SONS INC 84 ROUTE 31 NORTH SUITE 201 PENNINGTON NJ 085343615 CONSTRUCTION 3525388 SASAKI ASSOCIATES INC 64 PLEASANT STREET WATERTOWN MA 02472 CONSTRUCTION DESIGN 1589462 JOHN KOCHIS LANDSCAPING 7 CHEROKEE DRIVE PENNINGTON NJ 08534 LANDSCAPING 992465 57 33100313 1659301 33100313 TUITION AND FEES 611100 57403171 57403171 AUXILIARY PROGRAM 611100 1224939 1224939 58628110 3342272 -694250 4036522 160178 8939 151239 151239 151239 192118266 185506130 2755915 6612136 -2755915 3856221 139707 3716514 374542 259938 114604 114604 SUMMER CAMP PROGRAMS 713940 331533 331533 ICE RINK 713940 275794 275794 558540 558540 1165867 100358626 58742714 52784 8462815 2120075 2120075 15236042 15236042 3773499 317093 2698919 757487 30160062 22040973 4025037 4094052 3139796 2195918 409086 534792 1987706 1431697 178072 377937 2410549 1569022 433181 408346 216514 216135 379 151334 151334 23334 23334 5323017 5323017 2783318 2000814 738287 44217 162467 43605 3628 115234 1588012 547929 886704 153379 1987949 1244610 293598 449741 3488176 2582928 854762 50486 2068307 1606385 154946 306976 88777 57310 24212 7255 508426 481688 21704 5034 11770870 11151840 502480 116550 1295714 1199159 84352 12203 RISK MGMT & MITIGATION 9847239 9847239 FOOD SERVICE 3923841 3923841 NON-CAPITALIZED REPAIRS 2057301 1966176 91125 MISCELLANEOUS 1362186 820952 449787 91447 1949875 1294294 210890 444691 109424386 83679590 17751256 7993540 46765292 14623430 31275859 28584388 65998902 49690848 1269483 2233037 146098 132798 3188061 2900291 65412 96260 909813 821125 495474916 186768833 165815204 308706083 140765924 169536102 490215984 495144028 112458168 174919 1058874200 1072643309 27019440 27348026 17476872 15119360 42280520 41870300 948668 779572 33405156 33853898 121130656 118971156 X 291053468 365219971 646690076 588452182 937743544 953672153 1058874200 1072643309 X -9065760 31584649 -6590280 X X 0 1 X 1 0 X 35961902 75926880 44970407 24418782 33100313 214378284 35961902 75926880 44970407 24418782 33100313 214378284 52479898 161898386 4803894 4360226 3616843 2050528 4196700 19028191 999355 1457819 644360 1586173 52784 4740491 407876 276307 501593 558540 1744316 239891282 276303123 0.67490 0.65240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 407,876. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 276,307. 2021 AMOUNT: $ 501,593. 2022 AMOUNT: $ 558,540. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 617753411 37640215 33333042 7353881 20645310 660727477 680569360 14869211 -57150440 6990129 13544591 617753411 497998599 13226950 189985196 6915638 13725747 680569360 500296563 7687157 12146340 6658988 15472473 497998599 475671199 18613216 25818526 6745655 13060723 500296563 0.22830 0.75560 0.01610 0 0 9929702 9929702 378720968 154836002 223884966 49725597 23961718 25763879 57098649 7971113 49127536 308706083 HEDGE FUNDS 172561269 F LIMITED PARTNERSHIPS 297855355 F GLOBAL EX US EQUITY 24727404 F 495144028 LONG TERM DEBT 29805000 ARO LIABILITY 966116 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 3082782 33853898 X 104098813 31584649 -22790322 8794327 95304486 5323017 -268877 5054140 100358626 88170204 268877 268877 87901327 5323017 16200042 21523059 109424386 PART III, LINE 1A: THE SCHOOL DOES NOT RECOGNIZE OR CAPITALIZE WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS HELD IN OUR COLLECTION. THEY ARE HELD FOR EDUCATION, RESEARCH OR EXHIBITION PURPOSES RATHER THAN FOR SALE OR FINANCIAL GAIN. PART III, LINE 4: THE FOCUS OF LAWRENCEVILLE'S COLLECTION IS TO INTEGRATE ART INTO THE LIVES OF PEOPLE, INSPIRING INDIVIDUAL REFLECTION, COMMUNITY DIALOGUE, AND HISTORICAL AND CULTURAL AWARENESS. WE BELIEVE IN THE POWER OF ART TO STIMULATE CREATIVE THINKING, AESTHETIC APPRECIATION, AND ENJOYMENT. LAWRENCEVILLE'S COLLECTION OF ART IS BROKEN DOWN INTO THREE CATEGORIES: PERMANENT COLLECTION (ART THAT HAS BEEN CAREFULLY REVIEWED TO BE INCLUDED IN THE PERMANENT COLLECTION, HOWEVER IT HAS A VALUE AS DECORATIVE ART OR FOR TEACHING PURPOSES); LAWRENCEVILLE COLLECTION (WORK BY ALUMNI, THAT MAY OR MAY NOT BE PART OF THE PERMANENT COLLECTION AS WELL); ROTATING EXHIBITS. THE EXHIBITIONS AND PROGRAMS OF THE GALLERIES, WHICH INCLUDE AN ADDITIONAL SIX EXHIBITS OF WORK NOT PART OF THE SCHOOL'S COLLECTIONS, ARE INTENDED TO INSPIRE AND CHALLENGE THE SCHOOL COMMUNITY WHILE OFFERING A RESOURCE FOR TEACHING IN ALL DISCIPLINES. PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF 816 FUNDS AS OF JUNE 30, 2023 THAT HAVE BEEN ESTABLISHED BY DONORS AND THE SCHOOL TO SUPPORT SCHOLARSHIP AID, FACULTY COMPENSATION, BUILDING MAINTENANCE AND OTHER GENERAL OPERATIONS. PART X, LINE 2: THE SCHOOL ACCOUNTS FOR INCOME TAX PROVISIONS INCLUDED IN ASC 740, WHICH PRESCRIBES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FINANCIAL STATEMENTS. TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD TO BE RECOGNIZED. THE SCHOOL MONITORS AND ASSESSES ITS TAX POSITIONS THROUGHOUT THE YEAR AND BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,301,347. FINANCIAL AID AND TUITION REMISSION -16,200,042. UNCOLLECTIBLE CONTRIBUTIONS -1,288,933. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -8,939. COST OF GOODS SOLD -259,938. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 8,939. COST OF GOODS SOLD 259,938. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND TUITION REMISSION 16,200,042. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LAWRENCEVILLE'S NONDISCRIMINATORY POLICY MAY ALSO BE FOUND ON THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 221601000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 7646000 0 0 0 0 0 0 229247000 0 229247000 1 0 0 1 1 0 PART III ACCOUNTING METHOD: PART I, LINE 3: INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. X X X X X X 1 RONALD JOYCE - FUNDRAISING CONSULTANT 309 OAKWOOD DR YARMOUTH ME 04096 CAMPAIGN CONSULTING 0 0 23344 0 23344 AL AR AK CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO MT NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 0 LAWRENCE TOWNSHIP EDUCATION FOUNDATION PO BOX 6531 LAWRENCEVILLE NJ 08648 223192024 501(C)(3) 81000 0 CHARITABLE GRANT LAWRENCE TOWNSHIP COMMUNITY FOUNDATION 3625 MERCERVILLE QUAKERBRIDGE RD TRENTON NJ 08619 223835387 501(C)(3) 20000 0 CHARITABLE GRANT LAWRENCE TOWNSHIP 100 BERWYN PLACE LAWRENCE TOWNSHIP NJ 08648 226098785 14075 0 CHARITABLE GRANT JACK REID FOUNDATION 200 PARK AVENUE SOUTH SUITE 1218 NEW YORK NY 10003 931411969 501(C)(3) 2000000 0 CHARITABLE GRANT 4 1 STUDENT SCHOLARSHIPS 265 15236042 FMV CREDIT TO STUDENT ACCOUNTS PART I, LINE 2: THE LAWRENCEVILLE SCHOOL USES SCHOOL AND STUDENT SERVICES (SSS) TO PROCESS SCHOLARSHIP AID APPLICATIONS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. PARENTS OF STUDENTS COMPLETE THE PARENTS' FINANCIAL AID STATEMENT (PFS) FORM AND SUBMIT IT TO SSS ALONG WITH THE REQUIRED COPIES OF TAX RETURNS AND PROOF OF INCOME. SSS PREPARES A NEED ANALYSIS REPORT WHICH SUGGESTS THE AMOUNT FAMILIES CAN CONTRIBUTE TOWARD EDUCATIONAL COSTS SINCE NOT ALL FAMILIES' FINANCIAL SITUATIONS ARE EQUAL. X X 1 1 X X X X 1 1 0 0 0 0 0 1 0 MURRAY STEPHEN S HEAD OF SCHOOL/ASST. SECRETARY 643632 0 0 0 384328 0 198125 0 263837 0 1489922 0 363828 0 HAMMOND BENJAMIN C CFO/SECRETARY/TREASURER 278734 0 30000 0 20550 0 88125 0 233757 0 651166 0 0 0 BARNES MARY KATE ASST. HOS/DIR. OF DEV. 320878 0 30000 0 20500 0 88125 0 82586 0 542089 0 0 0 DEVINE PETER CHIEF OPERATIONS OFFICER 232097 0 30000 0 0 0 80982 0 171068 0 514147 0 0 0 KOSOFF EMILIE ASST. HOS/ DEAN OF FACULTY 171912 0 0 0 0 0 97338 0 124602 0 393852 0 0 0 BUCKLES GREGORY DEAN OF ENROLLMENT MANAGEMENT 225593 0 0 0 0 0 78199 0 72523 0 376315 0 0 0 SCOTT MARQUIS ASST. HOS/CTO 187091 0 0 0 0 0 74814 0 104979 0 366884 0 0 0 WORTHY ERIKA DIRECTOR OF HUMAN RESOURCES 94957 0 25000 0 148622 0 9289 0 13647 0 291515 0 0 0 ISAACSON MARCIA GENERAL COUNSEL/DIR. OF RM/ASST. SEC 237175 0 0 0 0 0 26856 0 13713 0 277744 0 0 0 CARTER GREGORY ASST. DIR. OF ADVANCEMENT 185935 0 0 0 1576 0 44831 0 41592 0 273934 0 0 0 BEAVER SKYLAR ASST. DIR. OF ADVANCEMENT 194495 0 0 0 0 0 44177 0 15354 0 254026 0 0 0 GORE JOHN SR. PHILANTHROPIC ADVISOR 183534 0 0 0 0 0 23472 0 26668 0 233674 0 0 0 GOODRICH CHRISTINA ASST. TREAS./DIR. OF BUDGET, PLANNIN 179325 0 7500 0 0 0 22612 0 15862 0 225299 0 0 0 MUNTZ JERRY DIRECTOR OF PLANNED GIVING 187450 0 0 0 0 0 23472 0 14050 0 224972 0 0 0 PART I, LINE 1A OCCUPANCY OF CAMPUS HOUSING IS REQUIRED FOR CERTAIN EMPLOYEES AS A CONDITION OF EMPLOYEMENT. SINCE THIS CONDITION IS FOR THE SCHOOL'S BENEFIT, IT IS TREATED AS A NON-TAXABLE BENEFIT TO THE EMPLOYEE, PER SECTION P.L. 115-97 OF THE IRS CODE. THE HEAD OF SCHOOL'S RESIDENCE ALSO SERVES AS A LOCATION TO HOST MANY SCHOOL EVENTS. THE VALUE OF CAMPUS HOUSING IS INCLUDED AS NOTAXABLE BENEFITS IN PART II, COLUMN (D) FOR THE FOLLOWING LISTED INDIVIDUALS: STEPHEN S. MURRAY, PETER DEVINE, MARY KATE BARNES, BENJAMIN C. HAMMOND, EMILIE KOSOFF, GREGORY BUCKLES, AND MARQUIS SCOTT. THE SCHOOL ALSO PAYS FOR CERTAIN TAX AND FINANCE SERVICES FOR AND PROVIDES AN AUTOMOBILE TO THE HEAD OF SCHOOL. THE VALUE OF THESE AMOUNTS IS INCLUDED AS OTHER REPORTABLE COMPENSATION ON PART II, COLUMN (B)(III). PART I, LINES 4A-B ERIKA WORTHY RECEIVED A PAYMENT AT SEPARATION FROM THE SCHOOL TO COMPLETE CONTRACTUAL OBLIGATIONS. THIS AMOUNT IS REPORTED AS OTHER REPORTABLE COMPENSATION ON PART II, COLUMN (B)(III). THE FOLLOWING AMOUNTS WERE ACCRUED FOR THE PARTICIPANTS IN THE 457(F) DEFERRED COMPENSATION PLAN FOR THE YEAR ENDED JUNE 30, 2023: STEPHEN S. MURRAY: $160,000 BENJAMIN C. HAMMOND: $50,000 MARY KATE BARNES: $50,000 GREGORY BUCKLES: $50,000 PETER DEVINE: $50,000 MARQUIS SCOTT: $50,000 EMILIE KOSOFF: $75,000 GREGORY CARTER: $20,000 SKYLAR BEAVER: $20,000 PART I, LINE 7 BONUSES ARE PAID TO INDIVIDUALS BASED ON PERFORMANCE METRICS AND ARE APPROVED BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE OF THE BOARD AND REPORTED TO THE FULL BOARD. BONUS AMOUNTS ARE INCLUDED IN PART II, COLUMN B(11) A NATIONAL FINANCE AUTHORITY (NEW HAMPSHIRE) 521304598 63607YAU4 2021-08-02 42915230 CONSTRUCT BUILDING AND STRUCTURES 0 0 0 A 42915230 376507 42501046 37678 0 0 0 1 A 0 0 1 1 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 CHRISTINA GOODRICH DIRECTOR OF BUDGET AND PLANNING AND ANALYSIS MORTGAGE X 300000 132798 0 1 1 132798 SCHEDULE L, PART II, (I) PURSUANT TO A PLAN OFFERED TO ALL ELIGIBLE EMPLOYEES. X 83 1659301 FMV 0 0 1 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF ITEMS CONTRIBUTED FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL ACT FOR THE BOARD BETWEEN BOARD MEETINGS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE CURRENT TRUSTEES. AT THE NEXT MEETING OF THE BOARD FOLLOWING ANY MEETING OF THE EXECUTIVE COMMITTEE, THE EXECUTIVE COMMITTEE SHALL REPORT ON ACTIONS TAKEN ON BEHALF OF THE BOARD SINCE THE DATE OF THE LAST SUCH REPORT. THE EXECUTIVE COMMITTEE SHALL HAVE ALL AUTHORITY OF THE BOARD EXCEPT AS TO THE FOLLOWING MATTERS: (1) MAKING, ALTERING, OR REPEALING ANY BYLAW OF THE SCHOOL; (2) ELECTING OR APPOINTING ANY TRUSTEE, OR REMOVING ANY OFFICER OR TRUSTEE; (3) AMENDING OR REPEALING ANY RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD; OR (4) REMOVING ANY EMPLOYEE OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACCOUNTING FIRM BASED UPON INFORMATION PROVIDED BY THE SCHOOL. THE DRAFT FORM 990 IS THEN REVIEWED BY THE SCHOOL'S FINANCE DEPARTMENT AND ANY RESULTING CHANGES ARE MADE TO THE DRAFT RETURN. THE DRAFT RETURN IS THEN PROVIDED TO THE AUDIT AND RISK COMMITTEE OF THE BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED RESPONSIBILITY BY THE FULL BOARD FOR REVIEW OF THE RETURN. THE AUDIT AND RISK COMMITTEE THEN REPORTS TO THE FULL BOARD AND A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE SCHOOL'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THIS POLICY REQUIRES DISCLOSURE OF ANY MATERIAL CONFLICTS AND PROHIBITS THE AFFECTED INDIVIDUAL FROM PARTICIPATING IN DISCUSSIONS OR DECISIONS ON ANY MATTER IN WHICH THAT PERSON HAS A CONFLICT. ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES WITH SIGNING AUTHORITY ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND DISCLOSE WHETHER THE SCHOOL DOES BUSINESS WITH AN ENTITY IN WHICH THE INDIVIDUAL HAS A MATERIAL FINANCIAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE LAWRENCEVILLE SCHOOL CONDUCTS AN ANNUAL REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, BY REFERENCE TO COMPENSATION SURVEYS AND OTHER ORGANIZATIONS' FORM 990. THIS IS REVIEWED AND APPROVED BY THE COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,301,347. UNCOLLECTIBLE CONTRIBUTIONS -1,288,933.