WOODBERRY FOREST SCHOOL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WOODBERRY FOREST SCHOOL (EIN 54-0519590)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202231339349307978
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T15:06:47-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540519590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODBERRY FOREST SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 5406723900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WALKER DRIVE | AddressLine1Txt |
| City | WOODBERRY FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22989 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH W DEANE | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 5406723900 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | DEANE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN C SWINK | PreparerPersonNm |
| PTIN | P00398236 | PTIN |
| Phone | 4342962156 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH W DEANE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WALKER DRIVE | AddressLine1Txt |
| City | WOODBERRY FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,854,140 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODBERRY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 354 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | -$59,362 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,053,525 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,577,562 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,969,225 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,347,277 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,879,822 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,737,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $369,483 | PYOtherRevenueAmt |
| CY Other Revenue | $398,670 | CYOtherRevenueAmt |
| PY Total Revenue | $48,272,055 | PYTotalRevenueAmt |
| CY Total Revenue | $54,060,513 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,942,192 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,867,310 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,574,332 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,608,722 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,353,108 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,859,847 | PYOtherExpensesAmt |
| CY Other Expenses | $17,135,938 | CYOtherExpensesAmt |
| PY Total Expenses | $40,376,371 | PYTotalExpensesAmt |
| CY Total Expenses | $43,611,970 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,895,684 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,448,543 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $501,341,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $643,383,708 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,231,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,138,761 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $424,110,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $555,244,947 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,948,098 | ExpenseAmt |
| Grant | $5,150,483 | GrantAmt |
| Revenue | $24,347,277 | RevenueAmt |
| Desc | INSTRUCTION: THE SCHOOL PROVIDED INSTRUCTION TO APPROXIMATELY 400 STUDENTS IN GRADES NINE THROUGH TWELVE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,794,527 | ExpenseAmt |
| Grant | $1,716,828 | GrantAmt |
| Desc | RESIDENTIAL LIFE AND SUPPORT: THE SCHOOL PROVIDED RESIDENTIAL LIFE SUPPORT TO APPROXIMATELY 400 STUDENTS IN GRADES NINE THROUGH TWELVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,742,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 354 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODBERRY FOREST SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5406726010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WALKER DRIVE | AddressLine1Txt |
| City | WOODBERRY FOREST | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22989 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| BYRON C J HULSEY | |||||||
| HEADMASTER | 40.00 | Yes (X) | $423,497 | $0 | $84,936 | ||
| ANDREW C ELLIS | |||||||
| TREASURER | 40.00 | Yes (X) | $253,758 | $0 | $42,132 | ||
| CATHERINE B WHARTON | |||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $233,627 | $0 | $36,002 | ||
| TAMMY B FIRMAN | |||||||
| DIRECTOR OF HEALTH SERVICE | 40.00 | $178,139 | $0 | $44,275 | Yes (X) | ||
| MATTHEW BOESEN | |||||||
| DEAN OF FACULTY | 40.00 | $124,936 | $0 | $58,533 | Yes (X) | ||
| KENNY W DEANE JR | |||||||
| ASSISTANT TREASURER | 40.00 | Yes (X) | $147,973 | $0 | $34,957 | ||
| PAUL HUBER | |||||||
| ACADEMIC DEAN | 40.00 | $134,419 | $0 | $46,928 | Yes (X) | ||
| JAMES CS HOLLADAY | |||||||
| CAPITAL GIFTS OFFICER | 40.00 | $136,707 | $0 | $32,092 | Yes (X) | ||
| REED F DAVIS | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $124,398 | $0 | $36,166 | Yes (X) | ||
| ANSEL SANDERS | |||||||
| SECRETARY | 40.00 | Yes (X) | $93,822 | $0 | $20,436 | ||
| SUMNER S FINCH | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| E HOOPER HARDISON JR | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EDWARD L BAKER II | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK F BASSETT | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN R BELK | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HOPE H BRYANT | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM K CALER JR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS H CLAIBORNE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BENJAMIN H DAVIS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAMIEN R DWIN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| FRANKLIN S EDMONDS JR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| NELSON O FITTS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RAGAN FOLAN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM M JAMES | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT E LONG | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| FREDERICK R LUMMIS II | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY A MANCE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DOROTHY A MATZ | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GEOGGREY P SISK | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT H SPILMAN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GILES TUCKER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| C STEWART VERDERY JR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,851,276 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $436,457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KJELLSTROM & LEE INC | |||||
| 1607 OWNBY LANE | RICHMOND | VA | 23220 | CONTRACTOR | $4,963,857 |
| LAWRENCE ENVIRONMENTAL | |||||
| PO BOX 791416 | BALTIMORE | MD | 212791416 | ENVIRONMENTAL CONSULTING | $265,646 |
| AMERICAN OFFICE CHARLOTTESVILLE | |||||
| 400 PRESTON AVE SUITE 100 | CHARLOTTESVILLE | VA | 22903 | CONTRACTOR | $221,814 |
| TRANE US INC | |||||
| PO BOX 406469 | ATLANTA | GA | 303846469 | CONTRACTOR | $215,736 |
| ADVANCED CUSTOM CONTRACTORS INC | |||||
| PO BOX 392 | STANARDSVILLE | VA | 22973 | CONTRACTOR | $214,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,577,562 | AllOtherContributionsAmt |
| Noncash Contributions | $1,012,321 | NoncashContributionsAmt |
| Total Contributions | $23,577,562 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $23,416,900 | $23,416,900 |
| SUMMER PROGRAMS | 900099 | $607,697 | $607,697 |
| OTHER PROG. SERV. REV. | 900099 | $322,680 | $322,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,347,277 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,856 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$349,178 | UnrelatedBusinessRevenueAmt |
| Exclusion | $322,322 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,207,134 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,443,274 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,763,860 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,763,860 | TotalRevenueColumnAmt |
| Exclusion | $5,763,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $459,207 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $350,353 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,854 | TotalRevenueColumnAmt |
| Exclusion | $108,854 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| PRIVATE GOLF COURSE | 713910 | $148,562 | $148,562 |
| FARMING ACTIVITIES | 110000 | $141,254 | $141,254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $289,816 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,060,513 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,347,277 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$59,362 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,195,036 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,867,310 | TotalAmt |
| Program Services | $6,867,310 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,943 | TotalAmt |
| Program Services | $349,680 | ProgramServicesAmt |
| Management And General | $702,742 | ManagementAndGeneralAmt |
| Fundraising | $376,521 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,412,106 | TotalAmt |
| Program Services | $11,041,602 | ProgramServicesAmt |
| Management And General | $1,243,891 | ManagementAndGeneralAmt |
| Fundraising | $1,126,613 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,493 | TotalAmt |
| Program Services | $854,065 | ProgramServicesAmt |
| Management And General | $87,582 | ManagementAndGeneralAmt |
| Fundraising | $82,846 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,691,270 | TotalAmt |
| Program Services | $2,118,593 | ProgramServicesAmt |
| Management And General | $312,257 | ManagementAndGeneralAmt |
| Fundraising | $260,420 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,910 | TotalAmt |
| Program Services | $814,231 | ProgramServicesAmt |
| Management And General | $133,013 | ManagementAndGeneralAmt |
| Fundraising | $104,666 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,593 | TotalAmt |
| Program Services | $51,145 | ProgramServicesAmt |
| Management And General | $267,857 | ManagementAndGeneralAmt |
| Fundraising | $6,591 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,661 | TotalAmt |
| Program Services | $23,854 | ProgramServicesAmt |
| Management And General | $126,007 | ManagementAndGeneralAmt |
| Fundraising | $1,800 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,700 | TotalAmt |
| Program Services | $93,460 | ProgramServicesAmt |
| Management And General | $199,431 | ManagementAndGeneralAmt |
| Fundraising | $69,809 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,804 | TotalAmt |
| Program Services | $1,188,790 | ProgramServicesAmt |
| Management And General | $19,891 | ManagementAndGeneralAmt |
| Fundraising | $4,123 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,674 | TotalAmt |
| Program Services | $58,861 | ProgramServicesAmt |
| Management And General | $58,483 | ManagementAndGeneralAmt |
| Fundraising | $26,330 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,915,789 | TotalAmt |
| Program Services | $1,915,789 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,346,650 | TotalAmt |
| Program Services | $5,096,153 | ProgramServicesAmt |
| Management And General | $250,497 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,115 | TotalAmt |
| Program Services | $476,489 | ProgramServicesAmt |
| Management And General | $7,972 | ManagementAndGeneralAmt |
| Fundraising | $1,654 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES AND FOOD SERVI | $3,043,178 | $2,858,416 | $162,290 | $22,472 |
| MAINTENANCE | $2,045,717 | $1,731,475 | $253,811 | $60,431 |
| STUDENT ACTIVITIES | $969,915 | $502,269 | $348,251 | $119,395 |
| DUES & SUBSCRIPTIONS | $313,503 | $66,949 | $176,284 | $70,270 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,639 | TotalAmt |
| Program Services | $633,494 | ProgramServicesAmt |
| Management And General | $165,978 | ManagementAndGeneralAmt |
| Fundraising | $19,167 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,611,970 | TotalAmt |
| Program Services | $36,742,625 | ProgramServicesAmt |
| Management And General | $4,516,237 | ManagementAndGeneralAmt |
| Fundraising | $2,353,108 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,543,587 | BOYAmt |
| EOY | $29,592,004 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,938,070 | BOYAmt |
| EOY | $22,719,282 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,845 | BOYAmt |
| EOY | $393,454 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,391 | BOYAmt |
| EOY | $223,906 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,729 | BOYAmt |
| EOY | $823,107 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,222,542 | BOYAmt |
| EOY | $2,470,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $206,102,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,417,825 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,856,072 | BOYAmt |
| EOY | $122,684,239 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,758,072 | BOYAmt |
| EOY | $48,322,054 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,820,904 | BOYAmt |
| EOY | $416,155,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,341,212 | BOYAmt |
| EOY | $643,383,708 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,288,555 | BOYAmt |
| EOY | $1,470,080 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,015,765 | BOYAmt |
| EOY | $5,457,126 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,084,055 | BOYAmt |
| EOY | $67,054,506 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,842,756 | BOYAmt |
| EOY | $14,157,049 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,231,131 | BOYAmt |
| EOY | $88,138,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,134,830 | BOYAmt |
| EOY | $222,669,048 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,975,251 | BOYAmt |
| EOY | $332,575,899 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,110,081 | BOYAmt |
| EOY | $555,244,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,341,212 | BOYAmt |
| EOY | $643,383,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,448,543 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $121,185,490 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$499,167 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,855,991 | BeginningYearBalanceAmt |
| Contributions | $9,736,102 | ContributionsAmt |
| Investment Earnings Or Losses | $100,747,396 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,833,969 | OtherExpendituresAmt |
| End Year Balance | $366,505,520 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,007,277 | BeginningYearBalanceAmt |
| Contributions | $8,693,298 | ContributionsAmt |
| Investment Earnings Or Losses | $9,991,998 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,836,582 | OtherExpendituresAmt |
| End Year Balance | $267,855,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $257,761,151 | BeginningYearBalanceAmt |
| Contributions | $9,188,138 | ContributionsAmt |
| Investment Earnings Or Losses | $5,743,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,685,052 | OtherExpendituresAmt |
| End Year Balance | $261,007,277 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,686,832 | BeginningYearBalanceAmt |
| Contributions | $3,569,641 | ContributionsAmt |
| Investment Earnings Or Losses | $18,679,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,174,391 | OtherExpendituresAmt |
| End Year Balance | $257,761,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,566,219 | BeginningYearBalanceAmt |
| Contributions | $5,645,284 | ContributionsAmt |
| Investment Earnings Or Losses | $27,322,685 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,847,356 | OtherExpendituresAmt |
| End Year Balance | $246,686,832 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.61310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,787,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,394,464 | DepreciationAmt |
| Book Value | $102,393,316 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,726,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,485,107 | DepreciationAmt |
| Book Value | $11,241,661 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,326,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,538,254 | DepreciationAmt |
| Book Value | $6,788,576 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,260,686 | OtherCostOrOtherBasisAmt |
| Book Value | $2,260,686 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $122,684,239 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & SHORT-TERM CASH EQUIV. | $33,870,221 | F |
| CHAR. REMAINDER UNITRUSTS | $3,889,000 | F |
| OPEN-END INVESTMENT COMPANIES | $109,905,242 | F |
| LIMITED PARTNERSHIPS | $265,475,126 | F |
| OTHER INVESTMENTS | $3,015,963 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $416,155,552 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED LIABILITIES | $618,420 |
| ACCRUED PAYROLL TAXES | $514,824 |
| DUE TO BENEFICIARIES | $4,798,310 |
| SWAP LIABILITY | $8,225,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,157,049 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $168,229,879 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $121,185,490 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$148,814 | OtherRevenueAmt |
| Revenue Not Reported | $121,036,676 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,193,203 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,867,310 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,867,310 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,060,513 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,095,013 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $350,353 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $350,353 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,744,660 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,867,310 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,867,310 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,611,970 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND SUPPORTS SCHOLARSHIPS FOR STUDENTS, FACULTY SUPPORT, AWARDS FOR FACULTY AND STUDENTS, AND VARIOUS OTHER ACADEMIC AND OPERATIONAL USES. |
| PART X, LINE 2: | WOODBERRY FOREST SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT STORE COST OF GOODS SOLD 350,353. NET PRESENT VALUE ADJUSTMENT ON CRUT'S -499,167. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE OFFSET BY TUITION REDUCTIONS 6,867,310. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | STUDENT STORE COST OF GOODS SOLD 350,353. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REVENUE OFFSET BY TUITION REDUCTIONS 6,867,310. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A STATEMENT OF THE NONDISCRIMINATORY POLICY OF WOODBERRY FOREST SCHOOL IS PRINTED ON ALL CATALOGS, APPLICATIONS, NOTIFICATIONS, AND OTHER SIGNIFICANT PUBLICATIONS OF THE SCHOOL. WOODBERRY FOREST SCHOOL USES PRINTED ADVERTISING MATERIAL IN RECRUITING STUDENTS THROUGHOUT THE UNITED STATES AND ITS TERRITORIES. IN ORDER TO ASSIST IN RECRUITING A STUDENT BODY REFLECTING A BROAD SOCIAL AND ECONOMIC MIX, ALL SUCH MATERIALS CONTAIN A CLEAR AND UNEQUIVOCAL STATEMENT OF THE SCHOOL'S NONDISCRIMINATORY POLICIES AS APPLIED TO SCHOOL LIFE. A SPECIAL EMPHASIS IS MADE OF THESE POLICIES IN THE AREAS OF ADMISSIONS AND FINANCIAL AID. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | THE ORGANIZATION CONDUCTS SUMMER SCHOOL ABROAD PROGRAMS FOR STUDENTS. | $94,911 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | THE ORGANIZATION CONDUCTS SUMMER SCHOOL ABROAD PROGRAMS FOR STUDENTS. | $124,538 |
| CAYMAN ISLANDS | 0 | 0 | INVESTMENTS | N/A | $32,353,861 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | N/A | $338,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $32,911,821 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $32,911,821 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | TUITION REDUCTIONS - FINANCIAL AID | TypeOfAssistanceTxt |
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Recipient | 12 | RecipientCnt |
| Non Cash Assistance | $39,443 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | NON-CASH FINANCIAL AID TO STUDENTS IN STUDY ABROAD PROGRAMS IN THE FORM OF REDUCED TUITION. | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE SCHOOL'S FINANCIAL AID OFFICE MAINTAINS RECORDS SUPPORTING THE SELECTION CRITERIA USED TO AWARD SCHOLARSHIPS, THE AMOUNTS AWARDED, AND THE RECIPIENTS. |
| PART I, LINE 3: | WOODBERRY FOREST SCHOOL KEEPS ITS BOOKS ON THE ACCRUAL BASIS OF ACCOUNTING. THE INFORMATION REPORTED ON SCHEDULE F IS ALSO REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | THE SCHOOL AWARDS SCHOLARSHIPS IN THE FORM OF TUITION REDUCTIONS. NO FUNDS ARE PAID TO INDIVIDUALS | GrantTypeTxt |
| Recipient | 195 | RecipientCnt |
| Non Cash Assistance | $6,867,310 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S FINANCIAL AID OFFICE MAINTAINS RECORDS SUPPORTING THE SELECTION CRITERIA USED TO AWARD SCHOLARSHIPS, THE AMOUNTS AWARDED, AND THE RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BYRON C J HULSEY | ||||||||||||||
| HEADMASTER | $423,497 | $0 | $0 | $0 | $0 | $0 | $28,500 | $0 | $56,436 | $0 | $508,433 | $0 | $0 | $0 |
| ANDREW C ELLIS | ||||||||||||||
| TREASURER | $253,758 | $0 | $0 | $0 | $0 | $0 | $26,398 | $0 | $15,734 | $0 | $295,890 | $0 | $0 | $0 |
| CATHERINE B WHARTON | ||||||||||||||
| ASSISTANT SECRETARY | $233,627 | $0 | $0 | $0 | $0 | $0 | $23,143 | $0 | $12,859 | $0 | $269,629 | $0 | $0 | $0 |
| TAMMY B FIRMAN | ||||||||||||||
| DIRECTOR OF HEALTH SERVICE | $178,139 | $0 | $0 | $0 | $0 | $0 | $18,031 | $0 | $26,244 | $0 | $222,414 | $0 | $0 | $0 |
| MATTHEW BOESEN | ||||||||||||||
| DEAN OF FACULTY | $124,936 | $0 | $0 | $0 | $0 | $0 | $12,897 | $0 | $45,636 | $0 | $183,469 | $0 | $0 | $0 |
| KENNY W DEANE JR | ||||||||||||||
| ASSISTANT TREASURER | $147,973 | $0 | $0 | $0 | $0 | $0 | $16,467 | $0 | $18,490 | $0 | $182,930 | $0 | $0 | $0 |
| PAUL HUBER | ||||||||||||||
| ACADEMIC DEAN | $134,419 | $0 | $0 | $0 | $0 | $0 | $13,484 | $0 | $33,444 | $0 | $181,347 | $0 | $0 | $0 |
| JAMES CS HOLLADAY | ||||||||||||||
| CAPITAL GIFTS OFFICER | $136,707 | $0 | $0 | $0 | $0 | $0 | $14,329 | $0 | $17,763 | $0 | $168,799 | $0 | $0 | $0 |
| REED F DAVIS | ||||||||||||||
| DIRECTOR OF OPERATIONS | $124,398 | $0 | $0 | $0 | $0 | $0 | $13,978 | $0 | $22,188 | $0 | $160,564 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CERTAIN EMPLOYEES' EMPLOYMENT CONTRACTS REQUIRE THEM TO RESIDE ON THE GROUNDS OF THE SCHOOL FOR THE CONVENIENCE OF THE EMPLOYER IN ORDER TO CARRY OUT THEIR JOB DUTIES. THE FAIR RENTAL VALUE OF THE HOUSING BENEFIT IS INCLUDED IN NON-TAXABLE BENEFITS IN SCHEDULE J, PART III FOR THE APPLICABLE EMPLOYEES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA | ||||||||
| A | 541378855 | 557432AE1 | 2016-10-27 | $14,094,791 | REFUNDING | 0 | Yes (1) | 0 |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA | ||||||||
| B | 541378855 | 2016-10-27 | $27,405,000 | REFUNDING | 0 | Yes (1) | 0 | |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA | ||||||||
| C | 541378855 | 2013-09-30 | $10,000,000 | CAPITAL IMPROVEMENTS | 0 | Yes (1) | 0 | |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA | ||||||||
| D | 541378855 | 557432AF8 | 2021-02-11 | $16,144,950 | CAPITAL IMPROVEMENTS | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $14,094,791 | $266,208 | $13,828,583 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $27,405,000 | $216,250 | $27,188,750 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $10,004,687 | $10,004,687 | 0 | 0 | Yes (1) | Yes (1) | 2015 | ||
| D | $16,145,086 | $255,493 | $8,996,149 | 0 | 0 | 0 | Yes (1) | 2022 | $6,893,444 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| SUNTRUST | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 30.000000000000 | 0 | 0 |
| (no name) | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,012,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLISHED VALUATIONS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. |
| PART I, LINE 32B: | THE SCHOOL USES BROKERAGE HOUSES TO SELL DONATED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION STATEMENT | THE PURPOSE OF THE SCHOOL IS TO DEVELOP IN ITS STUDENTS, UNDER CHRISTIAN PRINCIPLES, A HIGH SENSE OF HONOR AND MORAL INTEGRITY, A DEEP RESPECT FOR SOUND SCHOLARSHIP, A FULL ACCEPTANCE OF RESPONSIBILITY, A LOVE OF EXCELLENCE, AND A WILL TOWARD PERSONAL SACRIFICE IN SERVICE TO OTHERS. IT IS LIKEWISE ITS MISSION, BASED ON THESE IDEALS, TO DEVELOP ITS STUDENTS INTO LEADERS, TO TRAIN ITS STUDENTS TOWARD A USEFUL CONTRIBUTION TO THE DEMOCRATIC SOCIETY IN WHICH THEY LIVE, AND TO GIVE THEM THOROUGH PREPARATION FOR THE BEST COLLEGES AND UNIVERSITIES CONSISTENT WITH THEIR INDIVIDUAL POTENTIALS. THE ABIDING CONCERN OF WOODBERRY FOREST SCHOOL IS THE PERSONAL GROWTH OF ITS STUDENTS. TO THIS END, THE SCHOOL ATTEMPTS TO PROVIDE A BROAD EXPERIENCE WITH BALANCED EMPHASIS ON THE ACADEMIC, ARTISTIC, PHYSICAL, AND SPIRITUAL DEVELOPMENT OF ITS STUDENTS. IN SO DOING, THE SCHOOL BELIEVES THAT WELL-CONCEIVED CHALLENGES, TOGETHER WITH SUPPORT AND ENCOURAGEMENT, WILL INSTILL SELF-CONFIDENCE AND A STRIVING FOR CONTINUING EXCELLENCE THROUGHOUT LIFE. WOODBERRY FOREST IS COMMITTED TO HELPING STUDENTS BECOME INDIVIDUALS WHOSE SENSE OF VALUES AND CAPACITY TO REASON EFFECTIVELY WILL ALLOW THEM TO DEAL WITH IMPORTANT INTELLECTUAL, ETHICAL, AND SOCIAL PROBLEMS AND TO LEAD REWARDING PRIVATE LIVES. IN KEEPING WITH THIS OBJECTIVE, THE FACULTY IS MORE CONCERNED WITH TEACHING STUDENTS HOW TO THINK THAN WHAT TO THINK. AS A COMMUNITY, THE SCHOOL FOSTERS AN ATMOSPHERE OF CIVILITY AND COOPERATION, URGING ITS MEMBERS TO TREAT ONE ANOTHER WITH THE RESPECT AND CONSIDERATION THEY HOPE TO RECEIVE IN RETURN. THE UNDERPINNING OF THAT EFFORT IS THE HONOR SYSTEM, WHICH IS NOT SO MUCH A RIGID CODE AS IT IS A WAY OF LIFE THAT IS FUNDAMENTAL TO THE DECENCY OF THE WOODBERRY FOREST COMMUNITY. THE SCHOOL SEEKS TO MAINTAIN A SECURE AND HEALTHY ENVIRONMENT FOR ITS STUDENTS TO GO ABOUT THE PROCESS OF GROWING AND LEARNING, IN THE HOPE THAT EVERY STUDENT WILL COME TO THINK OF WOODBERRY FOREST AS A SECOND HOME. |
| FORM 990, PART VI, SECTION A, LINE 2 | DAMIEN DWIN AND ROBERT LONG HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES, AND POTENTIAL CONFLICTS ARE DISCLOSED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | HEADMASTER AND OFFICER COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES. COMPARABLE DATA FROM INDEPENDENT SCHOOL SURVEYS ARE USED TO DETERMINE FAIR COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S 990 AND 990-T ARE AVAILABLE TO THE PUBLIC ON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET PRESENT VALUE ADJUSTMENT ON SPLIT INTEREST -499,167. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 26 CHARITABLE SPLIT INTEREST TRUSTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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