WESTMINSTER SCHOOL FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WESTMINSTER SCHOOL FOUNDATION (EIN 99-0369928)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202243139349301304
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T09:32:23-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571089574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CASSIDY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 MATHEWS DR STE 114AddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29926ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN990369928EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WESTMINSTER SCHOOL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone6468670994PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 AVE OF THE AMERICASFL2STE266AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID BRIGSTOCKEPersonNm
Person TitleDIRECTOR/TREASURERPersonTitleTxt
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastBRIGSTOCKEPersonLastNm
FieldValueIRS element (for citing)
SSN888008888SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE E CASSIDYPreparerPersonNm
PTINP00022087PTIN
Phone8436892800PhoneNum
Preparation2022-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerIAN M WINCHESTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1413 HARRIS ROADAddressLine1Txt
CityBEDFORD HILLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10507ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$160,203GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE WESTMINSTER SCHOOL FOUNDATION WAS CREATED FOR THE SUPPORT OF THE ADVANCEMENT OF LEARNING AND EDUCATION AND ANY PURPOSES THAT ARE EXCLUSIVELY RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$233,323PYContributionsGrantsAmt
CY Contributions Grants$160,203CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$233,323PYTotalRevenueAmt
CY Total Revenue$160,203CYTotalRevenueAmt
PY Grants And Similar Paid$225,705PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$159,203CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$21,645PYOtherExpensesAmt
CY Other Expenses$23,136CYOtherExpensesAmt
PY Total Expenses$247,350PYTotalExpensesAmt
CY Total Expenses$182,339CYTotalExpensesAmt
PY Revenues Less Expenses-$14,027PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$22,136CYRevenuesLessExpensesAmt
Total Assets BOY$334,473TotalAssetsBOYAmt
Total Assets EOY$472,491TotalAssetsEOYAmt
Total Liabilities BOY$317,671TotalLiabilitiesBOYAmt
Total Liabilities EOY$477,649TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,802NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$5,158NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE WESTMINSTER SCHOOL FOUNDATION WAS CREATED FOR THE SUPPORT OF THE ADVANCEMENT OF LEARNING AND EDUCATION AND ANY PURPOSES THAT ARE EXCLUSIVELY RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$159,203ExpenseAmt
Grant$159,203GrantAmt
DescTHE WESTMINSTER SCHOOL IS COMMITTED TO PROVIDING THE MATERIALS AND OPPORTUNITIES NECESSARY TO FACILITATE LEARNING AT ITS HIGHEST LEVEL, AND TO ENSURING THAT ALL THOSE WITH THE CAPACITY TO BENEFIT FROM A WESTMINSTER EDUCATION ARE ALLOWED THE CHANCE TO DO SO, REGARDLESS OF THEIR FINANCIAL BACKGROUND.Desc
Total Program Service Expenses$159,203TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE GRIFFITHSBusinessNameLine1Txt
Business Name Line2WESTMINSTER SCH FOUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone2079631111PhoneNum

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line117 DEANS YARDAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalSW1P 3PBForeignPostalCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID BRIGSTOCKE
DIRECTOR/TRE0.50Yes (X)Yes (X)$0$0$0
ALEX MALAMATINAS
DIRECTOR0.50Yes (X)$0$0$0
MARCUS OLIVER
DIRECTOR0.50Yes (X)$0$0$0
JAMES SINCLAIR
DIRECTOR0.50Yes (X)$0$0$0
ALEXIS VASSILAKAS
DIRECTOR0.50Yes (X)$0$0$0
IAN M WINCHESTER
PRESIDENT/DI0.50Yes (X)Yes (X)$0$0$0
JANE GRIFFITHS
SECRETARY1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$160,203AllOtherContributionsAmt
Total Contributions$160,203TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$160,203TotalRevenueColumnAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$159,203TotalAmt
Program Services$159,203ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$12,827TotalAmt
Management And General$12,827ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,001TotalAmt
Management And General$3,001ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,125TotalAmt
Management And General$7,125ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Total$183TotalAmt
Management And General$183ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$182,339TotalAmt
Program Services$159,203ProgramServicesAmt
Management And General$23,136ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$322,642BOYAmt
EOY$460,734EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,831BOYAmt
EOY$6,757EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$5,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$334,473BOYAmt
EOY$472,491EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,307BOYAmt
EOY$12,135EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$308,364BOYAmt
EOY$465,514EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$317,671BOYAmt
EOY$477,649EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$217BOYAmt
EOY-$21,690EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,585BOYAmt
EOY$16,532EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,802BOYAmt
EOY-$5,158EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$334,473BOYAmt
EOY$472,491EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$22,136ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$176OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,774CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$331,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,323CurrentTaxYearMinus1YearAmt
Current Tax Year$160,203CurrentTaxYearAmt
Total$901,491TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,774CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$331,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,323CurrentTaxYearMinus1YearAmt
Current Tax Year$160,203CurrentTaxYearAmt
Total$901,491TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$704,130SubstantialContributorsTotAmt
Public Support Total170$197,361PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$171CurrentTaxYearMinus2YearsAmt
Total$171TotalAmt
FieldValueIRS element (for citing)
Total Support$901,662TotalSupportAmt
Public Support CY1700.21890PublicSupportCY170Pct
Public Support PY1700.29890PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestFACTS & CIRCUMSTANCES TEST PUBLIC SERVICES: THE WESTMINSTER SCHOOL FOUNDATION WAS CREATED ON AUGUST 15, 2011 AS A DELAWARE NON-PROFIT CORPORATION FOR THE SUPPORT OF THE ADVANCEMENT OF LEARNING AND EDUCATION. THE PRINCIPAL ACTIVITIES OF THE FOUNDATION WILL INCLUDE (I) RAISING FUNDS TO PROVIDE SUPPORT FOR WESTMINSTER SCHOOL, A UK REGISTERED CHARITY, AND (II) FACILITATING COMMUNICATION BETWEEN WESTMINSTER SCHOOL AND ITS ALUMNI IN THE UNITED STATES. WESTMINSTER SCHOOL IS ONE OF BRITAIN'S LEADING INDEPENDENT SCHOOLS WITH ITS MAIN OBJECTIVE BEING TO PROVIDE WIDE ACCESS TO BROADLY BASED PRIMARY AND SECONDARY EDUCATION OF THE HIGHEST STANDARD. SOURCES OF SUPPORT: FOR THE BURSARIES CAMPAIGN, GIFTS ARE SECURED THROUGH PERSONAL RELATIONSHIPS DEVELOPED PREDOMINANTLY THROUGH ONGOING RELATIONSHIPS WITH THE SCHOOL INCLUDING CURRENT PARENTS, GOVERNORS OR MEMBERS OF THE DEVELOPMENT BOARD. FUNDRAISING FOR THE GEORGE HERBERT FUND WAS SECURED PURELY VIA EMAIL COMMUNICATIONS ASKING PROSPECTS TO SUPPORT THE CAUSE. GOVERNING BODY: IAN WINCHESTER- CHAIR HE STARTED HIS CAREER AS A REINSURANCE BROKER IN 1964; ALSO JOINING LLOYDS OF LONDON AS AN UNDERWRITING MEMBER IN 1978. IAN MOVED TO NEW YORK IN 1985 AS PRESIDENT AND CEO OF A LLOYDS' SUBSIDIARY ORGANISATION TO SERVICE US BASED CLIENTS. FOLLOWING A MANAGEMENT BUYOUT IN 1988, IAN BECAME CHAIRMAN WHERE HE REMAINED UNTIL 2006. MORE RECENTLY, IAN HAS BUILT A VERY SUCCESSFUL PORTFOLIO CAREER AS A NON EXECUTIVE DIRECTOR AND A NON EXECUTIVE CHAIRMAN FOR VARIOUS INSURANCE AND REINSURANCE ENTITIES. DAVID BRIGSTOKE - TREASURER DAVID BRIGSTOCKE IS THE FORMER CFO, CRO AND CAO OF THE INVESTMENT MANAGEMENT AND PRIVATE BANKING ARM OF JPMORGANCHASE, POSITIONS HE HELD VARIOUSLY FOR TWELVE YEARS. HE LEFT JP MORGAN IN 2016, AND HAS SINCE BEEN AN ADVISOR TO A NUMBER OF FINANCIAL INSTITUTIONS AND FINTECHS. DAVID HAS MASTERS DEGREES FROM CAMBRIDGE UNIVERSITY (MATHEMATICS) AND IMPERIAL COLLEGE (MANAGEMENT SCIENCE), AND QUALIFIED AS A CHARTERED ACCOUNTANT WITH KPMG. ALEXIS VASSILAKAS ALEXIS IS GLOBAL HEAD OF TECHNOLOGY, RESILIENCY AND THIRD PARTY OPERATIONAL RISK AT GOLDMAN SACHS. HE IS A MEMBER OF VARIOUS FIRMWIDE ENGINEERING RISK COMMITTEES. PREVIOUSLY, HE WAS GLOBAL HEAD OF TECHNOLOGY RISK ENGINEERING, AND PRIOR TO THAT HEAD OF OPERATIONS AUTOMATION ENGINEERING. HE WAS NAMED MANAGING DIRECTOR IN 2015 AND SERVES ON A NUMBER OF BOARDS, WESTMINSTER SCHOOL FOUNDATION AND FOSTERCLUB, A FOUNDATION THAT SUPPORTS TRANSITION OF FOSTER YOUTH OUT OF CARE. ALEXIS EARNED A BSC IN COMPUTER SCIENCE AND AN MSC IN ALGORITHM DESIGN FROM KINGS COLLEGE LONDON IN 1992 AND 1993, RESPECTIVELY JAMES SINCLAIR JAMES SINCLAIR'S CAREER HAS FOCUSED ON BUILDING FINANCIAL NEW FINANCIAL MARKETPLACES INCLUDING AT CITI ITS, ITS AFFILIATES AND AT A MARKETFACTORY, COMPANY THAT HE CO-FOUNDED. ADDITIONALLY HE SERVED AS A MEMBER OF THE NEW YORK FEDERAL RESERVE FOREIGN EXCHANGE COMMITTEE, THE BANK OF INTERNATIONAL SETTLEMENTS FOREIGN EXCHANGE WORKING GROUP AND THE NEW YORK FEDERAL RESERVE CHIEF DEALERS' WORKING GROUP. HE EARNED HIS BSC ENGINEERING AT IMPERIAL COLLEGE LONDON. MARCUS OLIVER OVER THE PAST TWO DECADES MARCUS HAS BUILT AND LAUNCHED NEW PRODUCTS AND EXPERIENCES ACROSS FIVE CONTINENTS IN TECHNOLOGY, FOOD AND BEVERAGE, INSURANCE, TOYS, MEDIA, RETAIL, RESTAURANTS, HOMEWARE AND CONSUMER GOODS. SOME OF MARCUS'S IN-MARKET SUCCESSES INCLUDE COCA COLA'S FREESTYLE & U- VENDING MACHINES, LOYALTY PROGRAMS FOR STARWOOD & OUTBACK, FMCG PRODUCTS FOR TYSONS, CAMPBELL'S, DIAGEO & P&G, AND SAMSUNG SMART & FRAME TVS. AS ONE OF THE ORIGINAL PARTNERS OF FAHRENHEIT 212, MARCUS BUILT A STRATEGY FIRM THAT WORKS WITH SENIOR LEADERS TO RETHINK THE FUTURE OF THEIR BUSINESSES. MARCUS HAS BEEN INVOLVED IN THE TURN-AROUND STORIES AT DICK'S SPORTING GOODS, DUNKIN, COX COMMUNICATIONS, NEWELL & HP. MARCUS SITS ON THE FROG NA LEADERSHIP TEAM, AND LEADS THE GO-TO-MARKET POSITIONING . ALEX MALAMATINAS ALEX IS THE FOUNDER AND MANAGING PARTNER OF MELITAS VENTURES, A VENTURE CAPITAL FUND THAT INVESTS IN INNOVATIVE EARLY-STAGE FOOD & BEVERAGE COMPANIES. HE SERVES ON THE BOARDS OF: RIND SNACKS, NURTURE LIFE, NOMNOM, VERB ENERGY, BEEKEEPER'S NATURALS, AND MUD WTR. ALEX WAS PREVIOUSLY A SENIOR MEMBER OF THE INVESTMENT TEAMS AT TYRIAN INVESTMENTS (SEEDED BY TIGER MANAGEMENT) AND INDUS CAPITAL (FORMER SOROS PARTNERS), WHERE HE INVESTED IN GLOBAL CONSUMER COMPANIES. HE BEGAN HIS CAREER IN MORGAN STANLEY'S LONDON AND NEW YORK OFFICES. ALEX RECEIVED HIS MBA FROM WHARTON, WITH A MAJOR IN FINANCE, AND BA IN POLITICAL SCIENCE, WITH HONORS AND DISTINCTION, FROM STANFORD UNIVERSITY.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 17AFormAndLineReferenceDesc
ExplanationFACTS & CIRCUMSTANCES TEST PUBLIC SERVICES: THE WESTMINSTER SCHOOL FOUNDATION WAS CREATED ON AUGUST 15, 2011 AS A DELAWARE NON-PROFIT CORPORATION FOR THE SUPPORT OF THE ADVANCEMENT OF LEARNING AND EDUCATION. THE PRINCIPAL ACTIVITIES OF THE FOUNDATION WILL INCLUDE (I) RAISING FUNDS TO PROVIDE SUPPORT FOR WESTMINSTER SCHOOL, A UK REGISTERED CHARITY, AND (II) FACILITATING COMMUNICATION BETWEEN WESTMINSTER SCHOOL AND ITS ALUMNI IN THE UNITED STATES. WESTMINSTER SCHOOL IS ONE OF BRITAIN'S LEADING INDEPENDENT SCHOOLS WITH ITS MAIN OBJECTIVE BEING TO PROVIDE WIDE ACCESS TO BROADLY BASED PRIMARY AND SECONDARY EDUCATION OF THE HIGHEST STANDARD. SOURCES OF SUPPORT: FOR THE BURSARIES CAMPAIGN, GIFTS ARE SECURED THROUGH PERSONAL RELATIONSHIPS DEVELOPED PREDOMINANTLY THROUGH ONGOING RELATIONSHIPS WITH THE SCHOOL INCLUDING CURRENT PARENTS, GOVERNORS OR MEMBERS OF THE DEVELOPMENT BOARD. FUNDRAISING FOR THE GEORGE HERBERT FUND WAS SECURED PURELY VIA EMAIL COMMUNICATIONS ASKING PROSPECTS TO SUPPORT THE CAUSE. GOVERNING BODY: IAN WINCHESTER- CHAIR HE STARTED HIS CAREER AS A REINSURANCE BROKER IN 1964; ALSO JOINING LLOYDS OF LONDON AS AN UNDERWRITING MEMBER IN 1978. IAN MOVED TO NEW YORK IN 1985 AS PRESIDENT AND CEO OF A LLOYDS' SUBSIDIARY ORGANISATION TO SERVICE US BASED CLIENTS. FOLLOWING A MANAGEMENT BUYOUT IN 1988, IAN BECAME CHAIRMAN WHERE HE REMAINED UNTIL 2006. MORE RECENTLY, IAN HAS BUILT A VERY SUCCESSFUL PORTFOLIO CAREER AS A NON EXECUTIVE DIRECTOR AND A NON EXECUTIVE CHAIRMAN FOR VARIOUS INSURANCE AND REINSURANCE ENTITIES. DAVID BRIGSTOKE - TREASURER DAVID BRIGSTOCKE IS THE FORMER CFO, CRO AND CAO OF THE INVESTMENT MANAGEMENT AND PRIVATE BANKING ARM OF JPMORGANCHASE, POSITIONS HE HELD VARIOUSLY FOR TWELVE YEARS. HE LEFT JP MORGAN IN 2016, AND HAS SINCE BEEN AN ADVISOR TO A NUMBER OF FINANCIAL INSTITUTIONS AND FINTECHS. DAVID HAS MASTERS DEGREES FROM CAMBRIDGE UNIVERSITY (MATHEMATICS) AND IMPERIAL COLLEGE (MANAGEMENT SCIENCE), AND QUALIFIED AS A CHARTERED ACCOUNTANT WITH KPMG. ALEXIS VASSILAKAS ALEXIS IS GLOBAL HEAD OF TECHNOLOGY, RESILIENCY AND THIRD PARTY OPERATIONAL RISK AT GOLDMAN SACHS. HE IS A MEMBER OF VARIOUS FIRMWIDE ENGINEERING RISK COMMITTEES. PREVIOUSLY, HE WAS GLOBAL HEAD OF TECHNOLOGY RISK ENGINEERING, AND PRIOR TO THAT HEAD OF OPERATIONS AUTOMATION ENGINEERING. HE WAS NAMED MANAGING DIRECTOR IN 2015 AND SERVES ON A NUMBER OF BOARDS, WESTMINSTER SCHOOL FOUNDATION AND FOSTERCLUB, A FOUNDATION THAT SUPPORTS TRANSITION OF FOSTER YOUTH OUT OF CARE. ALEXIS EARNED A BSC IN COMPUTER SCIENCE AND AN MSC IN ALGORITHM DESIGN FROM KINGS COLLEGE LONDON IN 1992 AND 1993, RESPECTIVELY JAMES SINCLAIR JAMES SINCLAIR'S CAREER HAS FOCUSED ON BUILDING FINANCIAL NEW FINANCIAL MARKETPLACES INCLUDING AT CITI ITS, ITS AFFILIATES AND AT A MARKETFACTORY, COMPANY THAT HE CO-FOUNDED. ADDITIONALLY HE SERVED AS A MEMBER OF THE NEW YORK FEDERAL RESERVE FOREIGN EXCHANGE COMMITTEE, THE BANK OF INTERNATIONAL SETTLEMENTS FOREIGN EXCHANGE WORKING GROUP AND THE NEW YORK FEDERAL RESERVE CHIEF DEALERS' WORKING GROUP. HE EARNED HIS BSC ENGINEERING AT IMPERIAL COLLEGE LONDON. MARCUS OLIVER OVER THE PAST TWO DECADES MARCUS HAS BUILT AND LAUNCHED NEW PRODUCTS AND EXPERIENCES ACROSS FIVE CONTINENTS IN TECHNOLOGY, FOOD AND BEVERAGE, INSURANCE, TOYS, MEDIA, RETAIL, RESTAURANTS, HOMEWARE AND CONSUMER GOODS. SOME OF MARCUS'S IN-MARKET SUCCESSES INCLUDE COCA COLA'S FREESTYLE & U- VENDING MACHINES, LOYALTY PROGRAMS FOR STARWOOD & OUTBACK, FMCG PRODUCTS FOR TYSONS, CAMPBELL'S, DIAGEO & P&G, AND SAMSUNG SMART & FRAME TVS. AS ONE OF THE ORIGINAL PARTNERS OF FAHRENHEIT 212, MARCUS BUILT A STRATEGY FIRM THAT WORKS WITH SENIOR LEADERS TO RETHINK THE FUTURE OF THEIR BUSINESSES. MARCUS HAS BEEN INVOLVED IN THE TURN-AROUND STORIES AT DICK'S SPORTING GOODS, DUNKIN, COX COMMUNICATIONS, NEWELL & HP. MARCUS SITS ON THE FROG NA LEADERSHIP TEAM, AND LEADS THE GO-TO-MARKET POSITIONING . ALEX MALAMATINAS ALEX IS THE FOUNDER AND MANAGING PARTNER OF MELITAS VENTURES, A VENTURE CAPITAL FUND THAT INVESTS IN INNOVATIVE EARLY-STAGE FOOD & BEVERAGE COMPANIES. HE SERVES ON THE BOARDS OF: RIND SNACKS, NURTURE LIFE, NOMNOM, VERB ENERGY, BEEKEEPER'S NATURALS, AND MUD WTR. ALEX WAS PREVIOUSLY A SENIOR MEMBER OF THE INVESTMENT TEAMS AT TYRIAN INVESTMENTS (SEEDED BY TIGER MANAGEMENT) AND INDUS CAPITAL (FORMER SOROS PARTNERS), WHERE HE INVESTED IN GLOBAL CONSUMER COMPANIES. HE BEGAN HIS CAREER IN MORGAN STANLEY'S LONDON AND NEW YORK OFFICES. ALEX RECEIVED HIS MBA FROM WHARTON, WITH A MAJOR IN FINANCE, AND BA IN POLITICAL SCIENCE, WITH HONORS AND DISTINCTION, FROM STANFORD UNIVERSITY.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionGREAT BRITAIN (UK)RegionTxt
Offices1OfficesCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedEDUCATIONSpecificServicesProvidedTxt
Region Total Expenditures$159,203RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Total Office1TotalOfficeCnt
Subtotal Spent$159,203SubtotalSpentAmt
Total Spent$159,203TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Purpose Of GrantEDU & BEN JOHNSON FDPurposeOfGrantTxt
Cash Grant$159,203CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Valuation Method UsedFMVValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PAGE 1, PART I, LINE 2THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501 (C)(3)PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD.
SCHEDULE F, PAGE 1, PART I, LINE 3GREAT BRITAIN (UK) 159,203 0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE WESTMINSTER SCHOOL FOUNDATION WAS CREATED FOR THE SUPPORT OF THE ADVANCEMENT OF LEARNING AND EDUCATION AND ANY PURPOSES THAT ARE EXCLUSIVELY RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
FORM 990, PART V, LINE 4BGREAT BRITAIN (UK)
FORM 990, PAGE 6, PART VI, LINE 6THE BOARD OF DIRECTORS ARE THE MEMBERS OF THE ORGANIZATION
FORM 990, PAGE 6, PART VI, LINE 7AALL MEMBERS ARE ENTITLED TO VOTE FOR MEMBERS OF THE GOVERNING BOARD
FORM 990, PAGE 6, PART VI, LINE 7BBASIC GOVERNANCE OF THE ORGANIZATION IS APPROVED BY VOTING MEMBERS OF THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 11BTHE WESTMINSTER SCHOOL FOUNDATION'S ANNUAL FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM. THE TAX RETURN WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CALL PERSONS ABLE TO DELIBERATE OR VOTE ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE BOARD WOULD REVIEW ANY ACTUAL CONFLICTS AND ANYONE WITH A CONFLICT WOULD BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST
FORM 990, PART XI, LINE 9FOREIGN EXCHANGE 176

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE WESTMINSTER SCHOOL FND (UK) LTDBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line120 OLD BAILEYAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalEC4Y 7ANForeignPostalCd
FieldValueIRS element (for citing)
EIN981020427EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile Foreign CountryUKLegalDomicileForeignCountryCd
End Of Year Assets$190,189EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WESTMINSTEBusinessNameLine1Txt
Business Name Line2THE WESTMINSTER SCHOOL FOUNDATIONBusinessNameLine2Txt

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