2020-07-14T09:24:28-05:00 2019-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2018-07-01 210634503 THE LAWRENCEVILLE SCHOOL LAWR 6098952138 PO BOX 6126 LAWRENCEVILLE NJ 08648 CHRISTINA L GOODRICH DIRECTOR OF FINANCE 6098952138 2020-07-04 1 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2020-07-01 209.59.242.22 2020-07-04 13:03:41 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0FC5460241256066D74A2C5C66FD8B85E1F8608D 2018 2020-11-19 02:30:22Z STEPHEN S MURRAY PO BOX 6126 LAWRENCEVILLE NJ 08648 253285153 0 X WWW.LAWRENCEVILLE.ORG X 1810 NJ THROUGH HOUSE AND HARKNESS, THE LAWRENCEVILLE SCHOOL CHALLENGES A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE. OUR MISSION IS TO INSPIRE THE BEST IN EACH TO SEEK THE BEST FOR ALL. 28 27 665 646 999355 0 44129332 35961902 51023670 53275275 7879055 11845344 1994779 1835440 105026836 102917961 13266245 15003102 0 0 39382676 41266947 57181 38027 7544169 32791656 35645737 85497758 91953813 19529078 10964148 805318751 846041439 82607864 95107810 722710887 750933629 X THROUGH HOUSE AND HARKNESS, THE LAWRENCEVILLE SCHOOL CHALLENGES A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE. THE SCHOOL'S MISSION IS TO INSPIRE THE BEST IN EACH TO SEEK THE BEST FOR ALL. 0 0 65516429 15003102 53540675 STUDENT SERVICES: RECOGNIZING THE BENEFITS OF A MORE ACTIVE, COLLABORATIVE KIND OF LEARNING, IN THE SUMMER OF 1936 EDUCATIONAL PHILANTHROPIST EDWARD S. HARKNESS HELPED LAWRENCEVILLE TO RECONFIGURE THE SCHOOL'S CLASSROOMS AROUND CONFERENCE TABLES THAT REPLACED LECTURE AND MEMORIZATION WITH SHARED DISCOVERY.SINCE THEN, WHATEVER TOOLS AND METHODS LAWRENCEVILLE HAS ADOPTED FROM SCIENCE LABS TO LANGUAGE LABS, FROM DISCUSSION BOARDS TO SMARTBOARDS, HAVE BEEN AIMED AT GETTING STUDENTS TO LEARN AND THINK FOR THEMSELVES, THEN TO SUBJECT PRELIMINARY UNDERSTANDINGS TO CRITICAL REVIEW. SEE SCHEDULE O FOR CONTINUATION.LAWRENCEVILLE'S EDUCATIONAL FOCUS, THEN, IS NOT ON TEACHING WHAT TO KNOW BUT ON LEARNING HOW TO THINK. AND THE KEY TO SUCCESS IS EVERY LAWRENTIAN'S COMMITMENT TO APPROACHING THE WORK OF SCHOOL WITH AN ENTREPRENEURIAL SPIRIT. AN ASSIGNMENT OR CLASS ISN'T JUST SOMETHING TO GET THROUGH; IT IS SOMETHING TO GET INTO, AN OPPORTUNITY TO MAKE THINGS HAPPEN. HOW? TAKE AN INTEREST. TAKE RESPONSIBILITY. TAKE PART.A HALLMARK OF A LAWRENCEVILLE EDUCATION IS THE CLOSE FACULTY-STUDENT INTERACTIONS AND DEEP INTELLECTUAL ENGAGEMENT. LAWRENCEVILLE FACULTY MEMBERS ARE EXPERT IN THEIR DISCIPLINES AND TRANSLATE THAT EXPERTISE INTO RICH LEARNING EXPERIENCES FOR THEIR STUDENTS. THEY WORK CLOSELY WITH STUDENTS TO HELP THEM DISCOVER AND DEVELOP THEIR INTELLECTUAL PASSIONS AND THINK CRITICALLY AND CREATIVELY ABOUT THE WORLD AROUND THEM AND ABOUT THE CHALLENGES AND OPPORTUNITIES BEFORE THEM.ACADEMIC ADVISOR FACULTY MEMBERS ASSOCIATED WITH OR LIVING IN THE HOUSE HELP STUDENTS CHOOSE THEIR COURSE LOAD. THESE CONSULTATIONS FOCUS ON THE OVERALL DEGREE OF DIFFICULTY OF THE SCHEDULE, CONCERNS ABOUT ADJUSTING TO THE RIGORS OF THE SCHOOL'S CURRICULUM, AND COMMITMENTS TO ATHLETIC OR EXTRACURRICULAR ACTIVITIES. IN ADDITION TO TRADITIONAL ACADEMIC COURSES, LAWRENCEVILLE STUDENTS ARE REQUIRED TO MEET OTHER IMPORTANT EDUCATIONAL OBLIGATIONS, INCLUDING COMMUNITY SERVICE, HUMANITIES, AND PERSONAL DEVELOPMENT SEMINARS. 65516429 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 176 0 1 665 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CO KY MA MD MI MO NH NY OH OK OR SC WA X CHRISTINA L GOODRICH 6098952138 PO BOX 6126 LAWRENCEVILLE NJ 08648 ALLEN SANDRA C TRUSTEE 2.00 X 0 0 0 BRODY HYMAN J TRUSTEE 2.00 X 0 0 0 BROWN CELESTE MELLET TRUSTEE 2.00 X 0 0 0 BROWN WHITNEY HAILAND VICE-PRESIDENT 2.00 X X 0 0 0 BUCKLEY VORIS ALEXANDRA TRUSTEE 2.00 X 0 0 0 BUNN ARTHUR H TRUSTEE 2.00 X 0 0 0 CHAE MICHAEL S PRESIDENT 2.00 X X 0 0 0 DOLL LESLIE TRUSTEE 2.00 X 0 0 0 FRUMKIN JOSEPH B TRUSTEE 2.00 X 0 0 0 GAW GOODWIN TRUSTEE 2.00 X 0 0 0 GETZ BERT A JR TRUSTEE 2.00 X 0 0 0 GRISWOLD BENJAMIN H TRUSTEE 2.00 X 0 0 0 HOWELL LAWRENCE D II TRUSTEE 2.00 X 0 0 0 LARSEN MARK M TRUSTEE 2.00 X 0 0 0 LUCAS CRAIG M TRUSTEE 2.00 X 0 0 0 MABRY MARCUS B TRUSTEE 2.00 X 0 0 0 MARIO JEREMY K TRUSTEE 2.00 X 0 0 0 MURRAY STEPHEN S HEADMASTER 40.00 X X 454395 0 384202 SNYDER SHERIDAN G TRUSTEE 2.00 X 0 0 0 TAPIERO DANIEL M TRUSTEE 2.00 X 0 0 0 TATUM LISA MSKEETE TRUSTEE 2.00 X 0 0 0 TSAI JOSEPH C TRUSTEE 2.00 X 0 0 0 VISWANATHAN MEERA S PHD TRUSTEE 2.00 X 0 0 0 VOLPP KEVIN G PHD TRUSTEE 2.00 X 0 0 0 WALDRON JOHN E TRUSTEE 2.00 X 0 0 0 WEISS JONATHAN G TRUSTEE 2.00 X 0 0 0 WOJCIECHOWICZ MICHAEL T TRUSTEE 2.00 X 0 0 0 WOODS RODBELL HEATHER TRUSTEE 2.00 X 0 0 0 GOODRICH CHRISTINA ASST TREASURER, DIR OF FINANCE 40.00 X 154611 0 32363 HAMMOND BENJAMIN C SECRETARY/TREASURER 40.00 X 261889 0 177966 BARNES MARY KATE DIRECTOR OF ADVANCEMENT 40.00 X 252871 0 151264 DEVINE PETER CHIEF OPERATIONS OFFICER 40.00 X 204766 0 167004 CUNNINGHAM JOHN C ASSISTANT HEADMASTER 40.00 X 152250 0 145930 GORE JR JOHN DIR OF ALUMNI & DEVELOPMENT 40.00 X 161373 0 44566 GRAHAM ERIN DIRECTOR OF DEVELOPMENT 40.00 X 195907 0 24482 KRAUT BRUCE MEDICAL DIRECTOR 40.00 X 187966 0 231891 MUNTZ JERRY DIRECTOR OF PLANNED GIVING 40.00 X 165394 0 33248 SKIRZYNSKI GARY DIRECTOR OF FACILITIES 40.00 X 135919 0 30572 2327341 0 1423488 32 0 1 0 SUSTAINABLE FARE PO BOX 543 ISLAND HIGHTS NJ 08732 FOOD SERVICE 4033769 VJ SCOZZARI & SONS INC PO BOX 958 PENNINGTON NJ 08534 CONSTRUCTION 3525088 SASAKI ASSOCIATES 64 PLEASANT STREET WATERTOWN MA 02472 ARCHITECT 2841550 DEBEVOISE & PLIMPTON LLP 919 THIRD AVE NEW YORK NY 10022 LEGAL 652636 JOHNSON CONTROLS PO BOX 905240 CHARLOTTE NC 28290 HVAC 606687 37 35961902 3507700 35961902 TUITION AND FEES 611600 51931045 51931045 AUXILIARY PROGRAMS 713940 1344230 1344230 53275275 4642759 -52675 4695434 108460 3450 105010 105010 105010 157317031 150114446 7202585 7202585 -5124 7207709 459564 249296 210268 210268 SUMMER CAMP 713940 720430 25375 695055 OTHER REVENUE 611710 437633 29757 407876 ICE RINK 713940 332001 332001 30098 30098 1520162 102917961 53540675 999355 12416029 89000 89000 14914102 14914102 2355491 218059 1476492 660940 26338972 17384059 5810403 3144510 2793516 1932296 456694 404526 7293993 4989239 1326364 978390 2484975 1642166 476292 366517 1107700 9174 1094924 3602 115000 115000 38027 38027 3106031 3106031 2636585 1561669 890700 184216 135549 78266 57283 4021002 2412307 1404315 204380 1421692 886406 326000 209286 2809902 2038606 686991 84305 2060388 1266576 324180 469632 133389 80442 7490 45457 2323095 2139570 162617 20908 7733137 7122218 541321 69598 471037 433825 32973 4239 FOOD SERVICES 2643683 2643683 CONSTRUCTION 2001490 1809412 176317 15761 EQIUPMENT REPAIR & MAIN 787858 510006 134982 142870 STUDENT ACTIVITIES 583398 583398 1554801 850216 264863 439722 91953813 65516429 18893215 7544169 27808893 35030469 9145065 15450330 38657551 49303450 1692232 1644375 297308 240877 4585351 3954784 91562 107422 930318 1125432 319637962 161210806 160698775 158427156 270286131 199683233 284788836 368699559 6336729 12374352 805318751 846041439 11764753 14873188 6888746 13363281 48976427 48976427 1505716 1382539 13472222 16512375 82607864 95107810 X 208402653 212869575 268249227 275157821 246059007 262906233 722710887 750933629 805318751 846041439 X 10964148 20363039 -3104445 X X 0 1 X 1 0 X 35460115 25404164 130878999 44129332 35961902 271834512 35460115 25404164 130878999 44129332 35961902 271834512 135710042 136124470 2898573 2309453 1638799 3387824 4803894 15038543 1619079 1592166 2253177 1320655 999355 7784432 369065 403640 385956 371652 407876 1938189 296595676 247362770 0.45900 0.73540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 369,065. 2015 AMOUNT: $ 403,640. 2016 AMOUNT: $ 385,956. 2017 AMOUNT: $ 371,652. 2018 AMOUNT: $ 407,876. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 475671199 18613216 25818526 6745655 13060723 500296563 441353149 10040986 44108748 6579593 13252091 475671199 375823827 42275187 40796951 6527576 11015240 441353149 404436613 9308797 -14657793 6354187 16909603 375823827 383790066 24867961 11664899 5735835 10150478 404436613 0.24200 0.52600 0.23200 0 0 9929702 9929702 265467210 142622371 122844839 44241050 18588435 25652615 158427156 HEDGE FUNDS 143736857 F LIMITED PARTNERSHIPS 213937967 F GLOBAL EX U.S. EQUITY 11024735 F 368699559 LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 2666118 INTEREST RATE SWAPS 12880141 ASSET RETIREMENT OBLIGATION 966116 16512375 X 102246418 20363039 -18181297 2181742 100064676 3106031 -252746 2853285 102917961 74023676 252746 252746 73770930 3106031 15076852 18182883 91953813 PART III, LINE 1A: THE FOCUS OF LAWRENCEVILLE'S COLLECTION IS TO INTEGRATE ART INTO THE LIVES OF PEOPLE, INSPIRING INDIVIDUAL REFLECTION, COMMUNITY DIALOGUE, AND HISTORICAL AND CULTURAL AWARENESS. WE BELIEVE IN THE POWER OF ART TO STIMULATE CREATIVE THINKING, AESTHETIC APPRECIATION AND ENJOYMENT. LAWRENCEVILLE'S COLLECTION OF ART IS BROKEN DOWN INTO THREE CATEGORIES: PERMANENT COLLECTION (ART THAT HAS BEEN CAREFULLY REVIEWED AND VOTED ON BY THE FINE ARTS ADVISORY COMMITTEE TO BE INCLUDED IN THIS CATEGORY); FUNISHINGS COLLECTION (ART THAT IS NOT INCLUDED IN THE PERMANENT COLLECTION, HOWEVER IT HAS A VALUE AS DECORATIVE ART OR FOR TEACHING PURPOSES); AND LAWRENCEVILLE COLLECTION (WORK BY ALUMNI, THAT MAY OR MAY NOT BE PART OF THE PERMANENT COLLECTION AS WELL). THROUGH THE CARE AND SAFE DISPLAY OF OUR COLLECTION AND 3 TO 4 ROTATING EXHIBITIONS, WE HOPE TO INTEGRATE ART INTO THE LIVES OF PEOPLE, INSPIRING INDIVIDUAL REFLECTION, COMMUNITY DIALOGUE, AND HISTORICAL AND CULTURAL AWARENESS. THE EXHIBITIONS AND PROGRAMS OF THE GALLERIES, WHICH INCLUDE AN ADDITIONAL 3 TO 4 EXHIBITS OF WORK NOT PART OF THE SCHOOL'S COLLECTIONS, ARE INTENDED TO INSPIRE AND CHALLENGE THE SCHOOL WHILE OFFERING A RESOURCE FOR TEACHING IN ALL DISCIPLINES. PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF 720 FUNDS AS OF JUNE 30, 2019 THAT HAVE BEEN ESTABLISHED BY DONORS AND THE SCHOOL TO SUPPORT FINANCIAL AID, FACULTY COMPENSATION, BUILDING MAINTENANCE AND OTHER GENERAL OPERATIONS. PART X, LINE 2: THE SCHOOL ACCOUNTS FOR INCOME TAX PROVISIONS INCLUDED IN ASC 740, WHICH PRESCRIBES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FINANCIAL STATEMENTS. TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD TO BE RECOGNIZED. THE SCHOOL MONITORS AND ASSESSES ITS TAX POSITIONS THROUGHOUT THE YEAR AND BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE -15,076,852. NET APPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS -3,172,958. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 68,513. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -249,296. RENTAL EXPENSES -3,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 249,296. RENTAL EXPENSES 3,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 15,076,852. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DESCRIPTION OF PUBLICIZED RACIALLY NONDISCRIMINATORY POLICY: A STATEMENT OF LAWRENCEVILLE'S NONDISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES AND CATALOGS THAT PERTAIN TO STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. WE ALSO PUBLISH AN ANNUAL PRINT ADVERTISEMENT THROUGH NJAIS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATIONAL PROGRAMS 61694 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDUCATIONAL PROGRAMS 57194 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL PROGRAMS 32894 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL PROGRAMS 29983 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES EDUCATIONAL PROGRAMS 4860 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATIONAL PROGRAMS 2927 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2821722 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 143982267 0 0 0 0 0 0 146993541 0 146993541 1 0 0 1 1 0 PART I, LINE 2: THE LAWRENCEVILLE SCHOOL IS DEDICATED TO ENSURING THAT EVERY STUDENT HAS THE OPPORTUNITY TO HAVE A MEANINGFUL AND AUTHENTIC EXPERIENCE ABROAD WHICH IS TIED TO OUR CURRICULUM, SERVICE PROGRAMS OR OTHER CO-CURRICULAR INITIATIVES. INHERENT IN SUCH A PROGRAM IS A DESIRE TO HELP MAKE OUR STUDENTS MORE AWARE OF GLOBAL ISSUES AND DIFFERENT CULTURES, AS WELL AS STRESS THE IMPORTANCE OF ESTABLISHING PERSONAL CONNECTIONS TO OTHERS AROUND THE WORLD. THE ULTIMATE GOAL OF THE HARKNESS TRAVEL PROGRAM IS TO HELP CREATE MORE RESPONSIBLE, GLOBAL CITIZENS THROUGH A CREATIVE AND HOLISTIC APPROACH TO LEARNING. FOR EXAMPLE, THE LAWRENCEVILLE SCHOOL'S HARKNESS TRAVEL PROGRAM INCLUDE LANGUAGE PROGRAMS. THE LANGUAGE DEPARTMENT BELIEVES THAT A CITIZEN HAS THE RESPONSIBILITY TO UNDERSTAND A LANGUAGE OTHER THAN HIS OR HER NATIVE TONGUE. ADDITIONALLY, IT IS VITAL IN OUR WORLD TODAY TO LEARN ABOUT OTHER CULTURES. THE TWO GO HAND-IN-HAND, OF COURSE, AND THAT IS WHY WE ARE COMMITTED TO OFFERING LANGUAGE DEPARTMENT PROGRAMS ABROAD TO OUR STUDENTS. AFTER TWO YEARS OF LANGUAGE STUDY, STUDENTS MAY APPLY TO SPEND A NUMBER OF WEEKS LIVING IN ONE OF FOUR COUNTRIES: FRANCE, MEXICO, JAPAN OR CHINA. STUDENTS TAKE COURSES AT A LAWRENCEVILLE AFFILIATED INSTITUTION, AND A LAWRENCEVILLE FACULTY MEMBER DIRECTS THE PROGRAM AND TEACHES COURSES ALONG WITH LOCAL PROFESSORS AND MASTERS. STUDENTS LIVE WITH HOST FAMILIES, PARTICIPATE IN LOCAL ACTIVITIES, AND TRAVEL FOR A PERIOD OF TIME IN THE HOST COUNTRY. PART I, LINE 3: THE SCHOOLS'S EXPENDITURES ARE RECORDED FOR USING THE ACCRUAL METHOD OF ACCOUNTING. PART I, LINE 3 (D) INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. X X X X X X 1 RONALD A JOYCE 309 OAKWOOD DRIVE YARMOUTH ME 04096 CAMPAIGN CONSULTING 0 0 38027 0 38027 AL AK AZ CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 LAWRENCE TOWNSHIP COMMUNITY FOUNDATION 3625 QUAKERBRIDGE ROAD HAMILTON NJ 08619 223835387 501 (C)(3) 15000 ANNUAL DONATION FOR GENERAL SUPPORT LAWRENCEVILLE MAIN STREET 17 PHILLIPS AVE LAWRENCEVILLE NJ 08648 521555972 501 (C)(3) 6000 ANNUAL DONATION FOR GENERAL SUPPORT LAWRENCE TOWNSHIP EDUCATION FOUNDATION PO BOX 6531 LAWRENCEVILLE NJ 08648 223192024 501 (C)(3) 65000 ANNUAL DONATION FOR GENERAL SUPPORT 3 0 STUDENT SCHOLARSHIPS 254 15076852 FMV SCHOLARSHIP PART I, LINE 2: THE LAWRENCEVILLE SCHOOL USES SCHOOL AND STUDENT SERVICES (SSS) TO PROCESS FINANCIAL AID APPLICATIONS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. PARENTS OF STUDENTS COMPLETE THE PARENTS' FINANCIAL STATEMENT (PFS) FORM AND SUBMIT IT TO SSS ALONG WITH THE REQUIRED COPIES OF TAX RETURNS AND PROOF OF INCOME. SSS PREPARES A NEED ANALYSIS REPORT WHICH SUGGESTS THE AMOUNT FAMILIES CAN CONTRIBUTE TOWARD EDUCATIONAL COSTS SINCE NOT ALL FAMILIES' FINANCIAL SITUATIONS ARE EQUAL, THE LAWRENCEVILLE SCHOOL FINANCIAL AID OFFICE USES THE SSS. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 MURRAY STEPHEN S HEADMASTER 443959 0 0 0 10436 0 184375 0 199827 0 838597 0 0 0 GOODRICH CHRISTINA ASST TREASURER, DIR OF FINANCE 153962 0 0 0 649 0 19507 0 12856 0 186974 0 0 0 HAMMOND BENJAMIN C SECRETARY/TREASURER 261889 0 0 0 0 0 34375 0 143591 0 439855 0 0 0 BARNES MARY KATE DIRECTOR OF ADVANCEMENT 252871 0 0 0 0 0 33921 0 117343 0 404135 0 0 0 DEVINE PETER CHIEF OPERATIONS OFFICER 204766 0 0 0 0 0 27250 0 139754 0 371770 0 0 0 CUNNINGHAM JOHN C ASSISTANT HEADMASTER 152250 0 0 0 0 0 19031 0 126899 0 298180 0 0 0 GORE JR JOHN DIR OF ALUMNI & DEVELOPMENT 161323 0 0 0 50 0 20904 0 23662 0 205939 0 0 0 GRAHAM ERIN DIRECTOR OF DEVELOPMENT 195857 0 0 0 50 0 24482 0 0 0 220389 0 0 0 KRAUT BRUCE MEDICAL DIRECTOR 187966 0 0 0 0 0 24593 0 207298 0 419857 0 0 0 MUNTZ JERRY DIRECTOR OF PLANNED GIVING 165344 0 0 0 50 0 20904 0 12344 0 198642 0 0 0 SKIRZYNSKI GARY DIRECTOR OF FACILITIES 135919 0 0 0 0 0 17344 0 13228 0 166491 0 0 0 PART I, LINE 1B CAMPUS HOUSING IS REQUIRED FOR CERTAIN EMPLOYEES, AS A CONDITION OF EMPLOYMENT. SINCE THIS CONDITION IS FOR THE SCHOOL'S BENEFIT, IT'S TREATED AS A NON-TAXABLE BENEFIT TO THE EMPLOYEE, PER SECTION P.L. 115-97 OF THE IRS CODE. THE HEAD MASTER'S RESIDENCE ALSO SERVES AS A LOCATION TO HOST MANY SCHOOL EVENTS. ALL SCHOOL BUSINESS-RELATED SOCIAL CLUB DUES PAID BY THE DIRECTOR OF ALUMNI DEVELOPMENT AND DIRECTOR OF ADVANCEMENT ARE REIMBURSED BY THE SCHOOL AND TREATED AS NON-TAXABLE BENEFITS. PART I, LINE 4B THE SCHOOL SPONSORS A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN FOR THE HEAD MASTER. THIS PLAN PROVIDES AN ACCRUAL ON THE LAST DAY OF EACH SCHOOL FISCAL YEAR OF THE INITIAL TERM, WITH THE FIRST ACCRUAL OCCURRING ON JUNE 30, 2016. THE AMOUNT ACCRUED ON JUNE 30, 2019 WAS $150,000. ON JUNE 30, 2019, THE HEAD MASTER BECAME 100% VESTED AND ELIGIBLE TO RECEIVE A LUMP SUM PAYOUT FOR THE CUMULATIVE AMOUNTS ACCRUED. A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 64577HPH8 2004-11-01 16039245 REFUNDING OF OUTSTANDING 1996 BOND 1 0 0 A 14445000 16039245 15798441 240804 1 0 1 1 A 1 0 0 0 0 1 A 1 SCHEDULE K, PART IV, LINE 7: THERE IS NO POLICY AT THIS TIME BECAUSE IT IS NOT APPLICABLE. SCHEDULE K, PART V: 1. THE SCHOOL HAS NO NEW BOND ISSUANCE. 2. THERE IS NO POLICY AT THIS TIME BECAUSE IT IS NOT APPLICABLE. CHRISTINA GOODRICH DIRECTOR OF FINANCE MORTGAGE X 300000 184403 0 1 1 CUNNINGHAM JOHN C ASST. HM. MORTGAGE X 89034 56474 0 1 1 240877 SCHEDULE L, PART IV: GIFT AGREEMENT. X 45 3491902 FMV X OTHER 6 15798 FMV 0 1 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACCOUNTING FIRM BASED UPON INFORMATION PROVIDED BY THE SCHOOL. THE DRAFT FORM 990 IS THEN REVIEWED BY THE SCHOOL'S FINANCE DEPARTMENT AND ANY RESULTING CHANGES ARE MADE TO THE DRAFT RETURN. THE DRAFT RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED RESPONSIBILITY BY THE FULL BOARD FOR REVIEW OF THE RETURN. THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD AND A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE SCHOOL'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THIS POLICY REQUIRES DISCLOSURE OF ANY MATERIAL CONFLICTS AND PROHIBITS THE AFFECTED INDIVIDUAL FROM PARTICIPATING IN DISCUSSIONS OR DECISIONS ON ANY MATTER IN WHICH THAT PERSON HAS A CONFLICT. ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES WITH SIGNING AUTHORITY ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND DISCLOSE WHETHER THE SCHOOL DOES BUSINESS WITH AN ENTITY IN WHICH THE INDIVIDUAL HAS A MATERIAL FINANCIAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE LAWRENCEVILLE SCHOOL CONDUCTS AN ANNUAL REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, BY REFERENCE TO COMPENSATION SURVEYS AND OTHER ORGANIZATIONS' FORM 990. THIS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: NET APPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS -3,172,958. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 68,513. FORM 990, PART XII, LINE 2C: THE SCHOOL HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.