2020-05-15T08:28:05-05:00 2019-06-30 060666222 CHARLES HEAVEN & CO 207-231 Bank Street Waterbury CT 06702 990 2018-07-01 060646661 THE GUNNERY INC GUNN 8608687334 99 GREEN HILL ROAD WASHINGTON CT 06793 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 8608687334 2020-05-15 Robert E Sweeney Jr P01215711 2037534101 X 24.91.195.231 2020-05-15 08:28:01 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 61FD0B0BA12A695CA8478A8E3B03003858722E86 2018 2021-01-29 14:40:06Z PETER WE BECKER 99 GREEN HILL ROAD WASHINGTON CT 06793 26941918 0 X www.gunnery.org X 1920 CT TO PROVIDE STUDENTS WITH A SECONDARY EDUCATION IN AN ATMOSPHERE CONDUCTIVE TO LEARNING AND SOCIAL INTERACTION WITH OTHERS. 25 24 143 85 269103 0 12354854 5741217 17197862 19044402 1321603 607097 43286 36165 30917605 25428881 5939307 6796942 0 0 8747227 8980804 0 0 1347026 9293405 8533352 23979939 24311098 6937666 1117783 71394006 76882406 12383939 16205716 59010067 60676690 X SEE SCHEDULE O 0 0 19867507 6796942 18800222 THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREPARTORY INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, DORMITORY SERVICES AND A SCHOOL STORE. 19867507 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 80 0 1 143 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CHRISTOPHER COWELL 8608687334 99 GREEN HILL RD WASHINGTON CT 06793 PETER WE BECKER TRUSTEE - HEAD OF SCHOOL 50.00 X X 263170 0 63630 WANJI WALCOTT TRUSTEE 0.00 X 0 0 0 GERRIT VREELAND CHAIRMAN 0.00 X X 0 0 0 DANIEL TROIANO TRUSTEE 0.00 X 0 0 0 NEIL TOWNSEND TRUSTEE 0.00 X 0 0 0 WILLIAM T TOLLEY TRUSTEE - TREASURER 0.00 X X 0 0 0 RICHARD TAGER TRUSTEE TRUSTEE 0.00 X 0 0 0 OMAR SLOWE TRUSTEE 0.00 X 0 0 0 ROY SIMPSON TRUSTEE 0.00 X 0 0 0 KIRSTEN PECKERMAN TRUSTEE TRUSTEE 0.00 X 0 0 0 LARRY PAREDES TRUSTEE 0.00 X 0 0 0 LEN NOVICK TRUSTEE 0.00 X 0 0 0 JONATHAN S LINEN TRUSTEE 0.00 X 0 0 0 CYTHIA URDA KASSIS TRUSTEE - SECRETARY 0.00 X X 0 0 0 SHERMAN HOTCHKISS TRUSTEE 0.00 X 0 0 0 PETER R HOULDIN TRUSTEE 0.00 X 0 0 0 ASHLEIGH FERNANDEZ TRUSTEE 0.00 X 0 0 0 GRETCHEN H FARMER TRUSTEE 0.00 X 0 0 0 JONATHAN M ESTREICH TRUSTEE 0.00 X 0 0 0 PATRICK M DORTON TRUSTEE - VICE CHAIRMAN 0.00 X X 0 0 0 SARAH A COOK TRUSTEE 0.00 X 0 0 0 GRAHAM COLE TRUSTEE 0.00 X 0 0 0 ROBERT BELLINGER TRUSTEE 0.00 X 0 0 0 WILLIAM G BARDELL TRUSTEE 0.00 X 0 0 0 CHRISTINE ARMSTONG TRUSTEE 0.00 X 0 0 0 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 50.00 X 92720 0 15653 SEAN BROWN DIR. OF DEVELOPMENT 50.00 X 168874 0 30537 ROBYN GIORDANO ASSIST. BUS. MANAGER 50.00 X 107727 0 19334 BRIAN DANIELS DIR. OF TECHNOLOGY 50.00 X 115623 0 25287 748114 0 154441 4 0 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE' 2021144 O&G INDUSTRIES INC 112 WALL STREET TORRINGTON CT 06790 CONSTRUCTION CONTRACTOR 892978 THE SLAM COLLABORATIVE INC PO BOX 12 BRATTLEBORO VT 053020012 ARCHITECTS 607536 OVERABOVE LLC PO BOX 8 ESSEX CT 06426 MARKETING 329417 PREFERRED BUILDING MAINTENANCE LLC 40 SOUTH END PLAZA NEW MILFORD CT 06776 BUILDING MAINTENCE 199129 9 5741217 1880793 5741217 TUITION AND FEES 611110 18182089 18182089 STUDENT ACTIVITIES 611110 347249 347249 OUTSIDE FACILITY USE 531120 269103 269103 STUDENT CAFE 722515 245961 245961 19044402 394174 394174 11242 0 11242 11242 11242 1725960 1513037 212923 212923 212923 Miscellaneous Income 611110 24923 24923 24923 25428881 18800222 269103 618339 6796942 6796942 740483 336846 203463 200174 6173828 4665739 980837 527252 444650 344361 62756 37533 1135728 875573 159592 100563 486115 364586 72917 48612 169051 169051 53550 53550 107848 107848 47549 47549 376723 262601 46960 67162 196351 157081 29453 9817 1675961 1340769 251394 83798 244353 104391 74745 65217 189480 151584 28422 9474 1552835 1242268 232925 77642 260980 208784 39147 13049 STUDENT DINNING 1348518 1348518 COMMUNICATIONS AND PUBL 373305 373305 STUDENT CAFE 302924 302924 STUDENT ATHLETICS 298807 298807 1335117 1065733 162651 106733 24311098 19867507 3096565 1347026 X 6359371 4152457 51036 32517 5598470 3238769 24778 58386 60259 57599 1076640 493969 68222776 23105467 34184645 45117309 18911813 18608173 5046760 5099434 80234 23793 71394006 76882406 1722485 2737106 3450948 4667626 7210506 7064854 1736130 12383939 16205716 X 37215883 35732952 8010349 24943738 13783835 0 59010067 60676690 71394006 76882406 1117783 548840 0 X 0 1 X 1 0 X 3239152 4818152 4205697 12354854 5741217 30359072 3239152 4818152 4205697 12354854 5741217 30359072 30359072 451214 350960 406636 410103 405416 2024329 7933 7933 32391334 0.93730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23958573 152125 1035229 834639 603682 23707606 23619176 996931 2027338 769500 1915372 23958573 21204188 1087915 3115873 731748 1057052 23619176 21776363 1391421 -528216 796054 639326 21204188 21666777 850225 546767 837691 449715 21776363 0.41790 0.58210 0 0 632618 632618 44973946 18171863 26802083 2289148 1918543 370605 20327064 3015061 17312003 45117309 Investment Partnerships 5099434 F 5099434 18771561 548840 -6852356 -6303516 25075077 107849 245955 353804 25428881 17104938 -245955 -245955 17350893 107849 6852356 6960205 24311098 Part V, Line 4: ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT FOR FINANCIAL AID, INSTRUCTION, PLANT OPERATIONS, DEBT SERVICE AND GENERAL SCHOOL PURPOSES. Part XI, Line 2d - Other Adjustments: STUDENT AID REPORTED AS EXPENSE -6,796,942. UNCOLLECTIBLE ACCOUNTS -55,414. Part XI, Line 4b - Other Adjustments: STUDENT CAFE' 245,955. Part XII, Line 2d - Other Adjustments: STUDENT CAFE' -245,955. Part XII, Line 4b - Other Adjustments: STUDENT AID REPORTED AS EXPENSE 6,796,942. UNCOLLECTIBLE ACCOUNTS 55,414. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 NEWSPAPER 1 SCHOLARSHIP AND FINACIAL AID 198 6796942 BOOK VALUE SCHOLARSHIP AND FINANCIAL ASSISTANCE Part I, Line 2: INDIVIDUALS AWARDED ASSISTANCE ARE REQUIRED TO MAINTAIN CERTAIN LEVELS OF ACADEMIC PERFORMANCE BASED ON THE SCHOOL'S POLICIES. THE SCHOOL MONITORS THE INDIVIDUALS TO INSURE THAT THEY MEET THOSE STANDARDS. X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 PETER WE BECKER TRUSTEE - HEAD OF SCHOOL 263170 0 0 0 0 0 45462 0 18168 0 326800 0 0 0 SEAN BROWN DIR. OF DEVELOPMENT 168874 0 0 0 0 0 12325 0 18212 0 199411 0 0 0 Part I, Line 1a THE SCHOOL REIMBURSES THE HEAD OF THE SCHOOL FOR INCIDENTAL EXPENSES INCURRED IN CONNECTION WITH HIS DUTIES AS HEAD, WHICH CONTRIBUTE TO HIS PEAK PERFORMANCE AND IN SUPPORT OF HIS ROLE AS A PUBLIC SPOKESMAN, MAJOR GIFT CULTIVATOR, AND SOLICITOR OF THE SCHOOL. PERSONAL RESIDENCE IS PROVIDED AS A MANDATORY CONDITION OF EMPLOYMENT,AS HEAD, FOR THE CONVENIENCE OF THE SCHOOL AS EMPLOYER, SUBJECT TO THE UNDERSTANDING THAT IT WILL BE USED FOR SCHOOL FUNCTIONS. THE HEAD'S SPOUSE ACCOMPANIES THE HEAD ON ANY RELEVANT TRAVEL FOR SCHOOL EVENTS OR MEETINGS. THE SCHOOL PAYS FOR RELEVANT CLUB DUES FOR THE HEAD OF THE SCHOOL. THE SCHOOL BEARS THE COST OF CLEANING ASSISTANCE IN CONNECTION WITH THE USE OF THE HOUSE FOR SCHOOL ENTERTAINMENT, MEETINGS AND OTHER FUNCTIONS. A THE GUNNERY INC 060806186 2012-09-28 8855000 REFUND PRIOR ISSUE 0 0 0 A 1715000 8855000 152938 13946 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 1 1 0 0 0 0 Date Rebate Computation Performed Issuer Name: THE GUNNERY, INC. Date the Rebate Computation was Performed: 06/30/2019 X 19 819398 QUOTED MARKET X PLEDGES 15 1061395 FACE VALUE OF UNCOND 0 0 0 Part I, Column (b): SCHEDULE M, Part 1 COLUMN (d) LINE 25 PLEDGES ARE VALUED AT THE FACE AMOUNT WITHOUT DISCOUNTS OR ALLOWANCES Form 990 PART III LINE 1 IN 1850 FREDERICK GUNN ESTABLISHED A SCHOOL BASED ON THE BELIEF THAT STRENGTH OF CHARACTER WAS THE GOAL OF EDUCATION. TODAY, THE GUNNERY RESTS ON THE FOUR CORNERSTONES OF CHARACTER: SCHOLARSHIP, INTEGRITY, RESPECT AND RESPONSIBILTY. CHARACTER IS FORGED IN A COHESIVE, DIVERSE COMMUNITY INFORMED BY A CHALLENGING COLLEGE PREPARATORY CURRICULUM, A BROAD RANGE OF ATHLETIC, ARTISTIC AND SOCIAL ACTIVITIES AND A FACULTY OF SCHOLARS AND COMMITTED EDUCATORS DEDICATED TO THE INTELLECTUAL AND ETHICAL DEVELOPMENT OF EVERY STUDENT. A GUNNERY GRADUATE IS A BROADLY EDUCATED, SOCIALLY RESPONSIBLE CITIZEN WITH TESTED BELIEFS, STRENGTH OF CHARACTER AND THE COURAGE TO ACT ON CONVICTIONS. Form 990, Part VI, Section B, line 11b A DRAFT IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO FILING WITH TIME FOR THEIR REVIEW AND COMMENTS. Form 990, Part VI, Section B, line 12c ANNUALLY KEY EMPLOYEES, OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. Form 990, Part VI, Section B, line 15a THE HEAD OF THE SCHOOL'S SALARY WAS DETERMINED BY A BOARD COMPENSATION COMMITTEE. THIS COMMITTEE UTILIZED INPUT FROM AND INDEPENDENT CONSULTANTAND DATA REFLECTING SALARIES FOR HEADS OF SCHOOL AT COMPARABLE SCHOOLS.THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES OF THE SCHOOL ARE SET BYTHE HEAD OF THE SCHOOL, UTILIZING DATA REFLECTING SALARIES FOR SIMILARPOSITIONS AT COMPARABLE SCHOOLS, OFTEN IN CONSULTATION WITH THE CHAIRMAN OFTHE BOARD OF TRUSTEES AND WITH OUTSIDE CONSULTANTS. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990 Part X Line 28 ACCOUNTING AND REPORTING CHANGE: TEMPORARILY AND PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RECLASSIFIED INTO ONE CATEGORY "NET ASSETS WITH DONOR RESTRICTIONS". FORM 990PART X LINE 28 IS BEING USED TO REPORT "NET ASSETS WITH DONOR RESTRCITIONS". PART X LINE 20 AND LINE 23 LINE 20: TAX EXEMPT BONDS AND LINE 23: SECURED MORTGAGES AND NOTES ARE REPORTED NET OF UNAMORTIZED ISSUANCE COST.