MIDDLESEX SCHOOL: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: MIDDLESEX SCHOOL (EIN 04-2103821)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-15
IRS object ID: 202011979349307351
Schema version: 2018v3.2
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 C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-15T17:10:59-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 CITY SQUARE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02129	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103821	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MIDDLESEX SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MIDD	BusinessNameControlTxt
Phone	9783692550	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 LOWELL ROAD	AddressLine1Txt
City	CONCORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01742	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THERESE A CUNNINGHAM	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9783692550	PhoneNum
Signature	2020-07-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LYNNE JOHNSON	PreparerPersonNm
PTIN	P00757336	PTIN
Phone	6179129000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	73.226.132.236	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-07-15	IPDt
IP Tm	10:02:40	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	AECF77219117B6B1EC9B6AE33341583F740A001D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAVID BEARE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 LOWELL ROAD	AddressLine1Txt
City	CONCORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01742	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$73,366,476	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MXSCHOOL.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1901	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	MIDDLESEX SCHOOL IS A COLLEGE-PREPARATORY SCHOOL FOR GRADES 9 THROUGH 12.	ActivityOrMissionDesc
Voting Members Governing Body	33	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	346	TotalEmployeeCnt
Total Volunteers	167	TotalVolunteersCnt
Total Gross UBI	$284,156	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$254,900	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$15,320,385	PYContributionsGrantsAmt
CY Contributions Grants	$19,119,380	CYContributionsGrantsAmt
PY Program Service Revenue	$22,896,706	PYProgramServiceRevenueAmt
CY Program Service Revenue	$23,877,315	CYProgramServiceRevenueAmt
PY Investment Income	$7,779,312	PYInvestmentIncomeAmt
CY Investment Income	$8,170,240	CYInvestmentIncomeAmt
PY Other Revenue	$817,480	PYOtherRevenueAmt
CY Other Revenue	$900,550	CYOtherRevenueAmt
PY Total Revenue	$46,813,883	PYTotalRevenueAmt
CY Total Revenue	$52,067,485	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,988,567	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,340,618	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$15,253,439	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$15,764,407	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,294,651	CYTotalFundraisingExpenseAmt
PY Other Expenses	$16,835,389	PYOtherExpensesAmt
CY Other Expenses	$19,253,072	CYOtherExpensesAmt
PY Total Expenses	$39,077,395	PYTotalExpensesAmt
CY Total Expenses	$42,358,097	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,736,488	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$9,709,388	CYRevenuesLessExpensesAmt
Total Assets BOY	$354,476,430	TotalAssetsBOYAmt
Total Assets EOY	$394,714,693	TotalAssetsEOYAmt
Total Liabilities BOY	$55,167,149	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$83,023,453	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$299,309,281	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$311,691,240	NetAssetsOrFundBalancesEOYAmt
Mission	MIDDLESEX SCHOOL IS AN INDEPENDENT, NON-DENOMINATIONAL, RESIDENTIAL, COLLEGE-PREPARATORY SCHOOL THAT, FOR OVER ONE HUNDRED YEARS, HAS BEEN COMMITTED TO EXCELLENCE IN THE INTELLECTUAL, ETHICAL, CREATIVE, AND PHYSICAL DEVELOPMENT OF YOUNG PEOPLE. (SEE SCHEDULE O)	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$33,287,207	ExpenseAmt
Grant	$7,340,618	GrantAmt
Revenue	$24,613,956	RevenueAmt
Desc	MIDDLESEX SCHOOL IS A NON-SECTARIAN COLLEGE PREPARATORY BOARDING AND DAY SCHOOL FOR BOYS AND GIRLS IN GRADES 9-12. MIDDLESEX HAS ALWAYS PRIDED ITSELF IN ATTRACTING A DIVERSE, HIGHLY MOTIVATED GROUP OF STUDENTS FROM ACROSS THE COUNTRY AND MORE RECENTLY THE WORLD. CURRENT ENROLLMENT IS ABOUT 400 STUDENTS FROM MANY STATES AND COUNTRIES. FOUNDED IN 1901, THE SCHOOL HAS A LONG TRADITION OF PLACING STUDENTS IN THE MOST SELECTIVE COLLEGES. MIDDLESEX OFFERS A CHALLENGING ACADEMIC PROGRAM. IN ADDITION TO ITS SCHOOL YEAR PROGRAM, MIDDLESEX MAKES USE OF ITS CAMPUS FACILITIES FOR SUMMER AUXILIARY PROGRAMS CONSISTENT WITH ITS PRIMARY MISSION.	Desc
Total Program Service Expenses	$33,287,207	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	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	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	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 With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
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	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	126	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	346	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	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
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	33	GoverningBodyVotingMembersCnt
Independent Voting Member	30	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	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	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
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THERESE A CUNNINGHAM CFO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9783716589	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 LOWELL ROAD	AddressLine1Txt
City	CONCORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01742	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
RICARDO ALBARRAN
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
CHARLES C ALEXANDER
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ALEXANDER C BANKER
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ANNE T BASS
VICE PRESIDENT	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
ROBERT T BASS
VICE PRESIDENT	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
MARY LOU BOUTWELL
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
JOHN BROOKE
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
RODNEY CLARK
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
JOY CONNOLLY
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
JAMES F CURTIS III
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
WILLIAM DANOFF
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
BRICKSON DIAMOND
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ABIGAIL MARR DOFT
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
JOHN H DYETT
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
KATHLEEN C GILES
HEAD OF SCHOOL	80.00	0.00	Yes (X)	$555,985	$0	$93,983	Yes (X)
KIMBERLY GWINNLANDRY
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
KATHLEEN HALEY
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
JUDITH KAYE
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
CHIVAS CHI-WAH LAM
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
STEPHEN D LARI
PRESIDENT	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
ROBERT SM LAWRENCE
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
SARAH C LEARY
VICE PRESIDENT	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
DAVID MCKENNA
TREASURER	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
EDWARD F MEHM
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
PATRICIA A MELTON
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ALLEN J MODEL
VICE PRESIDENT	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
BENJAMIN J NYE
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ANDREW D ORY
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ANDREW PITTS
SECRETARY	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
SCOTT F POWERS
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
KATHERINE STEARNS SYMONDS
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
ROBERT C TRUMBULL
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
JULIA FRENCH VEGHTE
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
THERESE A CUNNINGHAM
CFO	60.00	0.00		$212,407	$0	$97,546	Yes (X)
MATTHEW E CROZIER
COO	60.00	0.00		$202,741	$0	$78,033	Yes (X)
MATTHEW J DEGREEFF DEAN OF
COLLEGE COUNSELING & STUDENT ENRICHM	60.00	0.00		$121,331	$0	$138,284		Yes (X)
KARLYN M MCNALL ASSISTANT
HEAD FOR FACULTY AND ACADEMICS	60.00	0.00		$110,086	$0	$116,682		Yes (X)
HEATHER J PARKER
DIRECTOR OF DEVELOPMENT	60.00	0.00		$175,663	$0	$42,138		Yes (X)
GEORGE W NOBLE
DIRECTOR OF ADVANCEMENT	60.00	0.00		$171,577	$0	$46,170		Yes (X)
DOUGLAS C PRICE
DIRECTOR OF ADMISSIONS	60.00	0.00		$131,034	$0	$70,759		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,680,824	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$683,595	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	11	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
CE FLYD COMPANY INC
135 SOUTH ROAD	BEDFORD	MA	01730	GENERAL CONTRACTOR	$11,744,649
FLIK
PO BOX 417632	BOSTON	MA	02241	FOOD SERVICE	$2,201,058
PREFERRED BUILDING SYSTEMS
PO BOX 1 143 TWISTBACK ROAD	CLAREMONT	NH	03743	GENERAL CONTRACTOR	$1,300,847
CBTCHILDS BERTMAN TSECKARES INC
110 CANAL STREET	BOSTON	MA	02114	ARCHITECT	$864,152
INFRANET SOLUTIONS
2 BATTERYMARCH PARK SUITE 102	QUINCY	MA	02169	IT CONSULTANT	$419,885

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt
Fundraising	$70,310	FundraisingAmt
All Other Contributions	$19,049,070	AllOtherContributionsAmt
Noncash Contributions	$1,019,146	NoncashContributionsAmt
Total Contributions	$19,119,380	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION REVENUE	611600	$23,400,049	$23,400,049
INSTRUCTIONAL	611710	$477,266	$477,266

Field	Value	IRS element (for citing)
Total Program Service Revenue	$23,877,315	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,306,377	TotalRevenueColumnAmt
Unrelated Business Revenue	$284,156	UnrelatedBusinessRevenueAmt
Exclusion	$3,022,221	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$188,105	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$53,214	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$134,891	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$134,891	TotalRevenueColumnAmt
Exclusion	$134,891	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$25,785,327	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$20,796,519	SecuritiesAmt
Other	$124,945	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,988,808	SecuritiesAmt
Other	-$124,945	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,863,863	TotalRevenueColumnAmt
Exclusion	$4,863,863	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$216,908	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$70,310	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$190,936	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$25,972	TotalRevenueColumnAmt
Exclusion	$25,972	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$136,423	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$133,377	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,046	TotalRevenueColumnAmt
Exclusion	$3,046	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI ASSCOCIATION	900099	$219,358	$219,358
OUTSIDE MUSIC LESSONS	611600	$136,176	$136,176
PROGRAM TRIP INCOME	611710	$134,767	$134,767

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$246,340	TotalRevenueColumnAmt
Related Or Exempt Func Income	$246,340	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$736,641	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,067,485	TotalRevenueColumnAmt
Related Or Exempt Func Income	$24,613,956	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$284,156	UnrelatedBusinessRevenueAmt
Exclusion	$8,049,993	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$56,361	TotalAmt
Program Services	$56,361	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$7,284,257	TotalAmt
Program Services	$7,284,257	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$859,769	TotalAmt
Program Services	$311,444	ProgramServicesAmt
Management And General	$451,026	ManagementAndGeneralAmt
Fundraising	$97,299	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$10,650,878	TotalAmt
Program Services	$8,549,501	ProgramServicesAmt
Management And General	$1,321,268	ManagementAndGeneralAmt
Fundraising	$780,109	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,089,899	TotalAmt
Program Services	$839,009	ProgramServicesAmt
Management And General	$167,811	ManagementAndGeneralAmt
Fundraising	$83,079	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,370,894	TotalAmt
Program Services	$1,825,124	ProgramServicesAmt
Management And General	$365,047	ManagementAndGeneralAmt
Fundraising	$180,723	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$792,967	TotalAmt
Program Services	$610,429	ProgramServicesAmt
Management And General	$122,093	ManagementAndGeneralAmt
Fundraising	$60,445	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$145,837	TotalAmt
Management And General	$121,986	ManagementAndGeneralAmt
Fundraising	$23,851	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$124,512	TotalAmt
Management And General	$124,512	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,941	TotalAmt
Management And General	$5,941	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,089,601	TotalAmt
Management And General	$2,081,000	ManagementAndGeneralAmt
Fundraising	$8,601	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,053,581	TotalAmt
Program Services	$776,003	ProgramServicesAmt
Management And General	$225,026	ManagementAndGeneralAmt
Fundraising	$52,552	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$80,954	TotalAmt
Program Services	$11,804	ProgramServicesAmt
Management And General	$21,024	ManagementAndGeneralAmt
Fundraising	$48,126	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$555,763	TotalAmt
Program Services	$404,945	ProgramServicesAmt
Management And General	$97,935	ManagementAndGeneralAmt
Fundraising	$52,883	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$765,885	TotalAmt
Program Services	$286,115	ProgramServicesAmt
Management And General	$437,799	ManagementAndGeneralAmt
Fundraising	$41,971	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$6,781	TotalAmt
Program Services	$6,781	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,577,159	TotalAmt
Program Services	$2,322,623	ProgramServicesAmt
Management And General	$195,083	ManagementAndGeneralAmt
Fundraising	$59,453	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$907,685	TotalAmt
Program Services	$661,085	ProgramServicesAmt
Management And General	$112,617	ManagementAndGeneralAmt
Fundraising	$133,983	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$79,095	TotalAmt
Program Services	$59,319	ProgramServicesAmt
Management And General	$16,460	ManagementAndGeneralAmt
Fundraising	$3,316	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$616,845	TotalAmt
Program Services	$590,836	ProgramServicesAmt
Management And General	$20,807	ManagementAndGeneralAmt
Fundraising	$5,202	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,191,255	TotalAmt
Program Services	$5,634,661	ProgramServicesAmt
Management And General	$408,004	ManagementAndGeneralAmt
Fundraising	$148,590	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$242,842	TotalAmt
Program Services	$134,294	ProgramServicesAmt
Management And General	$105,067	ManagementAndGeneralAmt
Fundraising	$3,481	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD	$2,275,394	$1,921,051	$111,670	$242,673
EQUIP. & EQUIP. RENTAL	$362,651	$262,886	$23,561	$76,204
BAD DEBT	$158,829		$158,829
MEMBERSHIP FEES	$108,480	$26,777	$80,382	$1,321

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$903,982	TotalAmt
Program Services	$711,902	ProgramServicesAmt
Management And General	$1,291	ManagementAndGeneralAmt
Fundraising	$190,789	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,358,097	TotalAmt
Program Services	$33,287,207	ProgramServicesAmt
Management And General	$6,776,239	ManagementAndGeneralAmt
Fundraising	$2,294,651	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,911,093	BOYAmt
EOY	$4,543,775	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,502,043	BOYAmt
EOY	$3,598,528	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$41,625,243	BOYAmt
EOY	$42,943,022	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$145,639	BOYAmt
EOY	$160,846	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$2,684	BOYAmt
EOY	$2,630	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$78,207	BOYAmt
EOY	$55,622	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$703,248	BOYAmt
EOY	$720,666	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$180,223,990	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$67,284,975	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$104,831,192	BOYAmt
EOY	$112,939,015	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$34,728,590	BOYAmt
EOY	$25,703,155	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$142,250,835	BOYAmt
EOY	$152,533,220	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$17,697,656	BOYAmt
EOY	$51,514,214	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$354,476,430	BOYAmt
EOY	$394,714,693	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$18,307,520	BOYAmt
EOY	$21,152,428	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$7,926,348	BOYAmt
EOY	$8,806,757	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$17,500,000	BOYAmt
EOY	$17,500,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,433,281	BOYAmt
EOY	$35,564,268	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$55,167,149	BOYAmt
EOY	$83,023,453	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$100,095,019	BOYAmt
EOY	$103,920,045	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$85,751,551	BOYAmt
EOY	$88,107,370	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$113,462,711	BOYAmt
EOY	$119,663,825	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$299,309,281	BOYAmt
EOY	$311,691,240	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$354,476,430	BOYAmt
EOY	$394,714,693	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$9,709,388	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$5,622,094	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$2,949,523	OtherChangesInNetAssetsAmt
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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,770,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,762,412	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,432,778	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,320,385	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,119,380	CurrentTaxYearAmt
Total	$100,405,499	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,770,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,762,412	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,432,778	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,320,385	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,119,380	CurrentTaxYearAmt
Total	$100,405,499	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$34,286,951	SubstantialContributorsTotAmt
Public Support Total170	$66,118,548	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,443,137	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,590,345	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,929,484	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,061,172	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,210,326	CurrentTaxYearAmt
Total	$11,234,464	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$145,046	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,277	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,897	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$135,145	CurrentTaxYearMinus1YearAmt
Current Tax Year	$284,156	CurrentTaxYearAmt
Total	$645,521	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$371,276	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$142,811	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$367,973	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$163,423	CurrentTaxYearMinus1YearAmt
Current Tax Year	$353,331	CurrentTaxYearAmt
Total	$1,398,814	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$113,684,298	TotalSupportAmt
Gross Receipts Rltd Activities	$113,021,864	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.58160	PublicSupportCY170Pct
Public Support PY170	0.59630	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, SPECIAL RULE IN SCHEDULE B:	FormAndLineReferenceDesc
Explanation	THE SCHOOL HISTORICALLY HAS USED THE GREATER THAN $5,000 OR 2% RULE IN REPORTING CONTRIBUTORS IN COMPLIANCE WITH THE SCHEDULE B INSTRUCTIONS, THEREFORE, DUE TO THE BROADLY SUPPORTED NATURE OF THE ORGANIZATION AND DEEMED MEETING THE PUBLIC SUPPORT TEST UNDER CURRENT GUIDANCE, CONTRIBUTORS OVER THE 2% RULE FOR SECTION 509(A)(1) BROADLY SUPPORTED ORGANIZATIONS ARE REPORTED. THE SCHOOL HAS COMPLETED SCHEDULE A, PART II FOR THE PURPOSE OF APPLYING THE SPECIAL RULE ON SCHEDULE B.	ExplanationTxt

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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Total Lobbying Expenditures	$0	TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	MIDDLESEX SCHOOL IS A MEMBER OF THE MASSACHUSETTS ASSOCIATION OF NONPROFIT SCHOOLS & COLLEGES, A GROUP THAT MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES AND AS SUCH NO DETERMINATIVE AMOUNT IS LISTED IN THE SCHEDULE.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	2	TotalEasementsCnt
Total Acreage	160.00	TotalAcreageCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	8.00	StaffHoursSpentEnforcementCnt
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$165,846,119	BeginningYearBalanceAmt
Contributions	$1,757,930	ContributionsAmt
Investment Earnings Or Losses	$11,621,349	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,464,657	OtherExpendituresAmt
End Year Balance	$171,760,741	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,451,326	BeginningYearBalanceAmt
Contributions	$4,767,168	ContributionsAmt
Investment Earnings Or Losses	$17,085,138	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,457,513	OtherExpendituresAmt
End Year Balance	$165,846,119	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$137,442,143	BeginningYearBalanceAmt
Contributions	$3,733,440	ContributionsAmt
Investment Earnings Or Losses	$15,466,220	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,190,477	OtherExpendituresAmt
End Year Balance	$150,451,326	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$138,695,857	BeginningYearBalanceAmt
Contributions	$4,551,461	ContributionsAmt
Investment Earnings Or Losses	-$77,919	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,727,256	OtherExpendituresAmt
End Year Balance	$137,442,143	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$135,249,750	BeginningYearBalanceAmt
Contributions	$3,624,439	ContributionsAmt
Investment Earnings Or Losses	$5,293,826	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,472,158	OtherExpendituresAmt
End Year Balance	$138,695,857	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.15000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.46000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.39000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$833,057	OtherCostOrOtherBasisAmt
Book Value	$833,057	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$168,173,991	OtherCostOrOtherBasisAmt
Depreciation	$61,093,720	DepreciationAmt
Book Value	$107,080,271	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,519,150	OtherCostOrOtherBasisAmt
Depreciation	$6,191,255	DepreciationAmt
Book Value	$2,327,895	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,697,792	OtherCostOrOtherBasisAmt
Book Value	$2,697,792	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$112,939,015	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC EQUITY	$36,356,324	F
INTERNATIONAL EQUITY	$21,390,113	F
PRIVATE EQUITY	$45,426,566	F
ABSOLUTE RETURN	$33,096,998	F
DIRECTIONAL HEDGE	$25,859	F
REAL ASSETS	$7,310,508	F
OTHER	$8,926,852	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$152,533,220	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
BENEFICIAL INTEREST	$51,375,966
PREPAID BOND FEES	$138,248

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$51,514,214	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LIABILITY ON CHARITABLE REMAINDER TRUSTS	Desc
Amt	$35,564,268	Amt

Field	Value	IRS element (for citing)
Total Liability	$35,564,268	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$45,972,173	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$5,622,094	NetUnrealizedGainsInvstAmt
Other Revenue	-$12,094,933	OtherRevenueAmt
Revenue Not Reported	-$6,472,839	RevenueNotReportedAmt
Revenue Subtotal	$52,445,012	RevenueSubtotalAmt
Other Revenues Not Included	-$377,527	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$377,527	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$52,067,485	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$33,590,214	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$377,527	OtherExpensesIncludedAmt
Expenses Not Reported	$377,527	ExpensesNotReportedAmt
Expenses Subtotal	$33,212,687	ExpensesSubtotalAmt
Other Expenses Not Included	$9,145,410	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$9,145,410	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$42,358,097	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 5:	THE SCHOOL MEETS ANNUALLY WITH THE TRUSTEES OF RESERVATIONS WHO ADMINISTER THE EASEMENTS AND TOUR THE SITE.
PART II, LINE 9:	CONSERVATION EASEMENTS ON THE MIDDLESEX CAMPUS ARE RELATED TO THE PROTECTION/PRESERVATION OF WETLANDS AND THE PROTECTION OF RESIDENT WILDLIFE ON A PORTION OF THE MIDDLESEX PROPERTY. MIDDLESEX USES AN ENVIRONMENTAL CONSULTING FIRM ANNUALLY TO TEST THE WATER QUALITY OF THE WETLANDS ON THE MIDDLESEX CAMPUS WHERE AMPHIPODS (SALAMANDERS) RESIDE. THE LAND IS RECORDED AS AN ASSET ON THE BALANCE SHEET AND THE EXPENSES RELATED TO THE ENVIRONMENTAL CONSULTING SERVICES ARE CHARGED TO FACILITIES AND OPERATIONS.
PART III, LINE 4:	THE SCHOOL MAINTAINS AND PRESERVES THE FOLLOWING ITEMS THAT WERE DONATED TO THE SCHOOL FOR DISPLAY AT THE SCHOOL'S LIBRARY: -CIVIL WAR FLAG -SWORD FROM THE CIVIL WAR -WORKS OF ART -RARE COLLECTION OF BOOKS
PART V, LINE 4:	THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE SCHOOL MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PURPOSES AS WELL AS BOARD DESIGNATED FUNDS. THE SCHOOL EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN THAT WILL ALLOW THE PURCHASING POWER OF THE ENDOWMENT TO BE MAINTAINED. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SCHOOL RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SCHOOL TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED A POLICY INDEX.
PART X, LINE 2:	THE SCHOOL FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SCHOOL RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR FISCAL YEARS BEFORE 2016.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 2,199,192. INVESTMENT MANAGEMENT FEES NETTED WITH REVENUE ON AUDITED FS -2,081,000. FINANCIAL AID NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS -7,064,410. OTHER CHANGES IN PENSION OBLIGATION -5,148,715.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COSTS OF GOODS SOLD REPORTED ON FORM 990, PART VIII LINE 10B -133,377. FUNDRAISING EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -190,936. RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -53,214.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COSTS OF GOODS SOLD REPORTED ON FORM 990, LINE 10B 133,377. FUNDRAISING EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 190,936. RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 53,214.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT MANAGEMENT FEES NETTED WITH REVENUE ON AUDITED FS 2,081,000. FINANCIAL AID NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS 7,064,410.

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	NOTICE OF NONDISCRIMINATION POLICY IS ON THE SCHOOL'S WEBSITE AS A LISTED MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE).	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$16,484,436
EAST ASIA AND THE PACIFIC	INVESTMENTS	$4,828,752
SOUTH ASIA	INVESTMENTS	$1,901,376
EAST ASIA AND THE PACIFIC	SCHOOL SPONSORED TRIP	$46,167
EAST ASIA AND THE PACIFIC	FUNDRAISING	$40,340
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	$5,488,853
CENTRAL AMERICA AND THE CARIBBEAN	ADMISSIONS TRAVEL	$3,299
SUB-SAHARAN AFRICA	SCHOOL SPONSORED TRIP	$4,671
NORTH AMERICA	SCHOOL SPONSORED TRIP	$1,029

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	$28,797,894	SubtotalSpentAmt
Continuation Spent	$1,029	ContinuationSpentAmt
Total Spent	$28,798,923	TotalSpentAmt
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

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	AUCTION	Event1Nm
Gross Receipts Event1	$260,093	GrossReceiptsEvent1Amt
Charitable Contri Event1	$68,960	CharitableContriEvent1Amt
Gross Revenue Event1	$191,133	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$5,157	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$20,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$73,203	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$55,879	OtherDirectExpensesEvent1Amt
Event2	GOLF TOURNAMENT	Event2Nm
Gross Receipts Event2	$27,125	GrossReceiptsEvent2Amt
Charitable Contri Event2	$1,350	CharitableContriEvent2Amt
Gross Revenue Event2	$25,775	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$36,642	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$55	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$287,218	GrossReceiptsTotalAmt
Charitable Contributions Tot	$70,310	CharitableContributionsTotAmt
Gross Revenue Total Events	$216,908	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$5,157	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$56,642	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$73,203	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$55,934	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$190,936	DirectExpenseSummaryEventsAmt
Net Income Summary	$25,972	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TOWN OF CONCORD - CONCORD CARES	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	133 KEYES ROAD	AddressLine1Txt
City	CONCORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01742	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	046001121	RecipientEIN
IRC Section	115	IRCSectionDesc
Cash Grant	$50,000	CashGrantAmt
Purpose Of Grant	GIFT FOR TOWN EMERGENCY EQUIPMENT AT THE FIRE STATION	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FINANCIAL AID	GrantTypeTxt
Recipient	149	RecipientCnt
Non Cash Assistance	$7,284,257	NonCashAssistanceAmt
Valuation Method Used	FMV	ValuationMethodUsedDesc
Non Cash Assistance	FINANCIAL ASSISTANCE OFFSETS AGAINST THE STUDENTS' ACCOUNTS.	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	FINANCIAL AID WAS PROVIDED FOR TUITION AND FEES TO STUDENTS EXHIBITING FINANCIAL NEED, NO OUTSIDE GRANTS WERE PROVIDED. THE SCHOOL SCHOLARSHIP SERVICE, AN INDEPENDENT ORGANIZATION, PROCESSES THE APPLICATIONS FOR FINANCIAL AID. MIDDLESEX SCHOOL DISTRIBUTES THE FUNDS TO THOSE CANDIDATES WHO DISPLAY NEED BASED ON THESE APPLICATIONS, SUPPORTING TAX DOCUMENTS AND AVAILABLE GRANT FUNDS. MIDDLESEX SCHOOL'S TWO MEDIUMS FOR THE SOLICITATION OF APPLICANTS FOR ENROLLMENT TO THE SCHOOL ARE ITS ADMISSIONS BROCHURES AND ITS WEB SITE. THE STATEMENT THAT FINANCIAL AID IS AWARDED TO STUDENTS ON THE BASIS OF FINANCIAL NEED, WITHOUT REGARD TO RACE, CREED, SEX OR NATIONAL ORIGIN IS CONTAINED IN ALL SUCH LITERATURE. THE SCHOOL ALSO GIVES TUITION REMISSION TO FACULTY CHILDREN WHO ATTEND MIDDLESEX SCHOOL. THE AMOUNT OF ANY QUALIFIED TUITION REDUCTION FOR AN EMPLOYEE OF AN EDUCATIONAL INSTITUTION IS EXCLUDABLE FROM GROSS INCOME UNDER CODE SECTION 117. IN ORDER TO QUALIFY FOR THE EXCLUSION, THE TUITION REDUCTION MUST BE PROVIDED TO AN EMPLOYEE OF A QUALIFIED EDUCATIONAL ORGANIZATION. ALSO, THE TUITION REDUCTION MUST BE FOR EDUCATION AT THE ELEMENTARY, SECONDARY, OR UNDERGRADUATE LEVELS, EITHER AT THE EMPLOYER EDUCATIONAL INSTITUTION OR AT ANOTHER EDUCATIONAL INSTITUTION.	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	0	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
KATHLEEN C GILES
HEAD OF SCHOOL	$529,519	$0	$0	$0	$26,466	$0	$43,163	$0	$50,820	$0	$649,968	$0	$20,000	$0
THERESE A CUNNINGHAM
CFO	$171,407	$0	$41,000	$0	$0	$0	$18,348	$0	$79,198	$0	$309,953	$0	$0	$0
MATTHEW E CROZIER
COO	$171,741	$0	$11,000	$0	$20,000	$0	$18,348	$0	$59,685	$0	$280,774	$0	$0	$0
MATTHEW J DEGREEFF DEAN OF
COLLEGE COUNSELING & STUDENT ENRICHM	$121,331	$0	$0	$0	$0	$0	$12,927	$0	$125,357	$0	$259,615	$0	$0	$0
KARLYN M MCNALL ASSISTANT
HEAD FOR FACULTY AND ACADEMICS	$110,086	$0	$0	$0	$0	$0	$12,057	$0	$104,625	$0	$226,768	$0	$0	$0
HEATHER J PARKER
DIRECTOR OF DEVELOPMENT	$153,663	$0	$10,000	$0	$12,000	$0	$15,614	$0	$26,524	$0	$217,801	$0	$0	$0
GEORGE W NOBLE
DIRECTOR OF ADVANCEMENT	$149,577	$0	$10,000	$0	$12,000	$0	$15,614	$0	$30,556	$0	$217,747	$0	$0	$0
DOUGLAS C PRICE
DIRECTOR OF ADMISSIONS	$131,034	$0	$0	$0	$0	$0	$14,331	$0	$56,428	$0	$201,793	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	SINCE THE SCHOOL IS A BOARDING SCHOOL, THE MAJORITY OF THE FACULTY ARE REQUIRED TO LIVE ON CAMPUS FOR THE PURPOSE OF SUPERVISING THE STUDENTS. THE ESTIMATED VALUE OF THIS BENEFIT WAS $20,000 DURING THE YEAR WHICH IS INCLUDED IN THE ESTIMATE OF OTHER COMPENSATION REPORTED IN THE FORM 990, PART VII, COLUMN F AND NONTAXABLE BENEFITS REPORTED IN PART II, COLUMN D OF SCHEDULE J. THE HEAD OF SCHOOL'S RESIDENCE HAS A COMBINATION OF PUBLIC AND PRIVATE SPACE. THE ESTIMATED VALUE REFLECTS THE PRIVATE PORTION OF THE RESIDENCE.
PART I, LINE 1B	THE SCHOOL HAS A WRITTEN POLICY IN REGARDS TO THE ALLOCATION OF FACULTY MEMBERS TO AVAILABLE ON CAMPUS HOUSING AS PART OF THE FACULTY HANDBOOK. WHILE THE SCHOOL WOULD LIKE TO HOUSE ALL MEMBERS OF THE FACULTY ON CAMPUS, THE NUMBER OF FACULTY MEMBERS EXCEED THE NUMBER OF AVAILABLE HOUSING UNITS. UNITS ARE ALLOCATED BASED ON AVAILABILITY AND FIT (FEMALE/MALE FACULTY IN FEMALE/MALE DORMS, DORM RESPONSIBILITIES COMPARED WITH FACULTY RESPONSIBILITIES). THE ESTIMATED NON TAXABLE VALUE FOR THIS ON-CAMPUS HOUSING IS INCLUDED IN PART VII FOR THE HEAD OF SCHOOL, CFO, DIRECTOR OF ADMISSIONS, DEAN OF COLLEGE COUNSELING & STUDENT ENRICHMENT, AND ASSISTANT HEAD FOR FACULTY AND ACADEMICS. IN SOME INSTANCES WHERE ON-CAMPUS HOUSING IS NOT AVAILABLE, TAXABLE STIPENDS ARE ADDED TO FACULTY MEMBER CONTRACTS AND ARE REPORTED IN PART VII, COLUMN (D) UNDER REPORTABLE COMPENSATION AND IN SCHEDULE J, COLUMN (B)(III).
PART I, LINE 4B	KATHLEEN C. GILES - THE ORGANIZATION HAS ENTERED INTO A DEFERRED COMPENSATION ARRANGEMENT WITH ITS HEAD OF SCHOOL. UNDER THE TERMS OF THE AGREEMENT, AN AMOUNT DETERMINED BY THE COMPENSATION COMMITTEE WILL BE CREDITED TO THE INDIVIDUAL'S ACCOUNT ON A YEARLY BASIS. PURSUANT TO THE AGREEMENT, THE INDIVIDUAL BECOMES VESTED IN THE ACCOUNT UPON THE EARLIER OF THE FOLLOWING: (A) THE FIFTH JULY 1ST FOLLOWING THE CREDITING OF THE AMOUNT; AND (B) THE ATTAINMENT OF THE AGE OF 62, PROVIDED IN EACH CASE THAT THE INDIVIDUAL REMAINS EMPLOYED WITH THE ORGANIZATION. THE VESTING AND PAYMENT OF CREDITED AMOUNTS IS ACCELERATED IN THE EVENT OF THE INDIVIDUAL'S DEATH, DISABILITY, OR THE ORGANIZATION'S TERMINATION OF THE INDIVIDUAL'S EMPLOYMENT WITHOUT CAUSE. THE HEAD OF SCHOOL RECEIVED A DEFERRED COMPENSATION PAYOUT OF $26,466 DURING THE FISCAL YEAR 2019 AND THE AMOUNT IS ALSO REPORTED IN PART II, COLUMN B(III). THE DEFERRED COMPENSATION ARRANGEMENT ENDED AS OF JUNE 30, 2020. PART II: KATHLEEN C. GILES: FOR THE CALENDAR YEAR 2018, KATHLEEN C. GILES, HEAD OF SCHOOL, RECEIVED NON-TAXABLE ON-CAMPUS HOUSING, VALUED AT $20,000. IN ADDITION, SHE RECEIVED EMPLOYER PROVIDED HEALTH INSURANCE OF $23,049 NON-TAXABLE EMPLOYER PROVIDED LIFE INSURANCE TOTALING $129, AND NON-TAXABLE EMPLOYER PROVIDED HEALTH SAVINGS ACCOUNT OF $1,500. IN ADDITION, SHE PAID NON-TAXABLE HEALTH INSURANCE PREMIUM PAYMENTS WHICH TOTALED $5,762, AND NON-TAXABLE CONTRIBUTIONS TO EMPLOYEE HEALTH SAVINGS ACCOUNT OF $1,880. ALL OF THESE AFOREMENTIONED NON-TAXABLE BENEFITS ARE OFFERED TO FACULTY MEMBERS AND ARE NOT EXCLUSIVE TO KATHLEEN C. GILES' CONTRACT.
PART I, LINE 7	CERTAIN INDIVIDIUALS LISTED IN PART VII, SECTION A, LINE 1(A), WERE PAID BONUSES, SEE SCHEDULE J, PART II, COLUMN A AND B(II). THESE BONUSES ARE DETERMINED AND VOTED FOR BY THE COMPENSATION COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
Bond Issued	2013-10-15	BondIssuedDt
Issue Price	$17,500,000	IssuePriceAmt
Purpose	REFINANCE OUTSTANDING 2003 MIFA BONDS AND FINANCE CAPITAL CONSTRUCTIONS	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$17,500,000	TotalProceedsAmt
Refunding Escrow	$7,816,975	RefundingEscrowAmt
Issuance Costs From Proceeds	$170,422	IssuanceCostsFromProceedsAmt
Capital Expenditures	$2,550,111	CapitalExpendituresAmt
Other Spent Proceeds	$6,962,414	OtherSpentProceedsAmt
Substantial Completion	2015	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (1)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	0	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	DATE REBATE COMPUTATION PERFORMED	FormAndLineReferenceDesc
Explanation	ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/24/2019	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
OAK HILL CAPITAL PARTNERS III LP
SEE PART V	$779,891	SEE PART V	0
OAK HILL CAPITAL PARTNERS IV LP
SEE PART V	$120,242	SEE PART V	0
OAK HILL CPAITAL PARTNERS V LP
SEE PART V	$291,288	SEE PART V	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE L, PART IV	FormAndLineReferenceDesc
Explanation	(A) NAME OF INTERESTED PERSON: OAK HILL CAPITAL PARTNERS III, LP(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: MIDDLESEX SCHOOL'S COMMITMENT IN THE PARTNERSHIP REPRESENTS 0.1052%. ROBERT AND ANNE BASS, TRUSTEES OF THE BOARD, HAVE SIGNIFICANT INTEREST IN THE PARTNERSHIP. BOTH TRUSTEES RECUSE THEMSELVES FROM THE INVESTMENT DECISIONS ON THE PARTNERSHIP. ALL TRANSACTIONS ARE AT FAIR MARKET VALUE. (C) AMOUNT OF TRANSACTION: $779,891(D) DESCRIPTION OF TRANSACTION: CAPITAL CALLS AND DISTRIBUTIONS AND INVESTMENT FEES(E) SHARING OF ORGANIZATION'S REVENUES: NO(A) NAME OF INTERESTED PERSON: OAK HILL CAPITAL PARTNERS IV, LP(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: MIDDLESEX SCHOOL'S COMMITMENT IN THE PARTNERSHIP REPRESENTS 1.6066%. ROBERT AND ANNE BASS, TRUSTEES OF THE BOARD, HAVE SIGNIFICANT INTEREST IN THE PARTNERSHIP. BOTH TRUSTEES RECUSE THEMSELVES FROM THE INVESTMENT DECISIONS ON THE PARTNERSHIP. ALL TRANSACTIONS ARE AT FAIR MARKET VALUE. (C) AMOUNT OF TRANSACTION: $120,242(D) DESCRIPTION OF TRANSACTION: CAPITAL CALLS AND DISTRIBUTIONS AND INVESTMENT FEES(E) SHARING OF ORGANIZATION'S REVENUES: NO(A) NAME OF INTERESTED PERSON: OAK HILL CAPITAL PARTNERS V, LP(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: MIDDLESEX SCHOOL'S COMMITMENT IN THE PARTNERSHIP REPRESENTS 1.8779%. ROBERT AND ANNE BASS, TRUSTEES OF THE BOARD, HAVE SIGNIFICANT INTEREST IN THE PARTNERSHIP. BOTH TRUSTEES RECUSE THEMSELVES FROM THE INVESTMENT DECISIONS ON THE PARTNERSHIP. ALL TRANSACTIONS ARE AT FAIR MARKET VALUE. (C) AMOUNT OF TRANSACTION: $291,288(D) DESCRIPTION OF TRANSACTION: CAPITAL CALLS AND DISTRIBUTIONS AND INVESTMENT FEES(E) SHARING OF ORGANIZATION'S REVENUES: NO	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	29	ContributionCnt
Noncash Contributions Rpt F990	$1,019,146	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF GIFTS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	ROBERT M. BASS AND ANNE T. BASS HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	ONCE THE DRAFT FORM 990 IS PREPARED, IT IS FIRST REVIEWED BY MIDDLESEX MANAGEMENT, INCLUDING THE CONTROLLER, CHIEF FINANCIAL OFFICER, AND THE HEAD OF SCHOOL. IT IS THEN DISTRIBUTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. AN AUDIT COMMITTEE MEETING IS THEN SCHEDULED TO DISCUSS THE RETURN, ANY CHANGES IN THE CURRENT YEAR, OR DIFFICULTIES ENCOUNTERED, ETC. AFTER THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE DRAFT AND PROPOSES CHANGES, IF NEEDED, THEY WILL APPROVE THE FORM 990 AS THEY DISCUSSED. AFTER APPROVAL BY THE AUDIT COMMITTEE, AND PRIOR TO FILING, A COPY OF THE FORM 990 WITHOUT SCHEDULE B WILL BE DISTRIBUTED TO ALL BOARD MEMBERS ELECTRONICALLY (OR, WHERE EMAIL IS NOT AVAILABLE, A HARD COPY OF THE FORM IS PROVIDED VIA MAIL) PRIOR TO THE ACTUAL FILING OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST/GOVERNANCE QUESTIONNAIRES ARE DISTRIBUTED ANNUALLY TO ALL CURRENT VOTING BOARD MEMBERS, ALL TRUSTEE EMERITI (NON-VOTING), ALL FORMER TRUSTEES THAT WERE VOTING BOARD MEMBERS WITHIN THE LAST FIVE YEARS, ALL KEY-EMPLOYEES, AND ALL FORMER KEY-EMPLOYEES THAT LEFT EMPLOYMENT WITH THE SCHOOL AT SOME POINT WITHIN THE LAST 5 YEARS. IF FORMS ARE NOT COMPLETED, A SECOND REQUEST IS SENT OUT. ALL FORMS ARE REVIEWED BY THE CHAIR OF OUR TRUSTEE AND GOVERNANCE COMMITTEE AND A SUMMARY IS REPORTED TO THE AUDIT COMMITTEE. IF CONFLICTS EXIST, THE CONFLICTED MEMBER ABSTAINS FROM VOTING ON ANY DECISIONS MADE BY THEIR RESPECTIVE COMMITTEES OR THE BOARD. IT IS DOCUMENTED IN THE MEETING MINUTES WHERE THE VOTE IS CONCERNED.
FORM 990, PART VI, SECTION B, LINE 15	AN INDEPENDENT COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH ANNUALLY EVALUATING THE JOB PERFORMANCE OF THE PRINCIPAL SALARIED OFFICER (HEAD OF SCHOOL). THE PRESIDENT OF THE BOARD APPOINTS FOUR INDIVIDUALS TO SERVE ON THE COMPENSATION COMMITTEE. THE PRACTICE HAS BEEN TO APPOINT THE PRESIDENT, TREASURER, AND CHAIR/VICE-CHAIR OF THE TRUSTEES AND GOVERNANCE COMMITTEE. THE COMMITTEE IS ADVISED BY OUTSIDE COUNSEL WHO ATTENDS THE MEETINGS, TAKES MINUTES, AND ADVISES THE COMMITTEE MEMBERS OF ANY LEGAL ISSUES OR QUESTIONS THAT ARISE IN THE PROCESS. THE PRESIDENT OF THE BOARD ASKS ALL TRUSTEES TO COMPLETE EVALUATION FORMS AT THE SPRING BOARD MEETING. THE PRESIDENT OF THE BOARD ALSO SOLICITS ORAL COMMENTS FROM THE TRUSTEES DURING AN EXECUTIVE SESSION AT THE SPRING BOARD MEETING AS WELL AS CONDUCTS 360 DEGREE INTERVIEWS WITH SENIOR ADMINISTRATORS. IN PREPARATION FOR THE INTERVIEW WITH THE HEAD OF SCHOOL IN JUNE, THE COMPLETED TRUSTEE EVALUATION FORMS ARE SUMMARIZED FOR THE MEMBERS OF THE COMPENSATION COMMITTEE. THE HEAD OF SCHOOL ALSO PREPARES A SUMMARY OF ACCOMPLISHMENT OF THE PRIOR SCHOOL YEAR AND STATEMENT OF GOALS MET FROM THE PREVIOUS REVIEW AND ESTABLISHED FOR THE COMING SCHOOL YEAR. AFTER THE INTERVIEW WITH THE HEAD, THE HEAD IS EXCUSED, AND THE COMMITTEE (NOT INCLUDING ANY MEMBER WHO MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING REVIEWED) DELIBERATES IN EXECUTIVE SESSION TO DISCUSS THE PERFORMANCE REVIEW AND TO REVIEW A COMPILATION OF COMPENSATION AND BENEFIT DATA ASSEMBLED ON A BLIND BASIS BY THE ASSOCIATION OF BUSINESS OFFICERS OF PREPARATORY SCHOOLS IN ORDER TO ESTABLISH A BASIS FOR ADJUSTING THE HEAD'S COMPENSATION AND BENEFITS FOR THE COMING SCHOOL YEAR. AFTER REACHING A CONCLUSION ON ADJUSTMENTS FOR THE COMPENSATION AND BENEFIT ARRANGEMENTS FOR THE COMING YEAR THAT WOULD REPRESENT COMPENSATION BASED ON THE COMMITTEE'S REVIEW OF THE COMPARABILITY DATA, THE HEAD IS INVITED TO HEAR THE RESULTS. THE DECISIONS ARE RECORDED IN THE MINUTES OF THE COMMITTEE, AND THE CHANGES IN COMPENSATION (IF ANY) ARE MEMORIALIZED IN A LETTER AND WHERE NECESSARY IN AMENDMENTS TO THE EMPLOYMENT CONTRACT. THE RESULTS ARE REPORTED TO THE FULL BOARD IN EXECUTIVE SESSION (WITHOUT THE HEAD PRESENT) AT THE FALL BOARD MEETING. KEY EMPLOYEE JOB PERFORMANCE IS EVALUATED BY THE HEAD OF SCHOOL- INCLUDING CFO, COO AND DIRECTORS OF DEVELOPMENT, ADVANCEMENT AND ADMISSIONS. THE ANNUAL COMPENSATION PROCESS INVOLVES ATTENTION TO AND AVOIDANCE OF CONFLICTS OF INTEREST, USE OF COMPARABILITY DATA GATHERED AND PRESENTED BY AN OUTSIDE COMPENSATION EXPERT AND CONTEMPORANEOUS DOCUMENTATION OF THE MEETINGS, DELIBERATIONS AND DECISIONS. THESE PROCESSES WERE MOST RECENTLY UNDERTAKEN IN 2019 WITH THE EXCEPTION FOR THE COMPENSATION ARRANGEMENT FOR THE HEAD OF SCHOOL AS HER CONTRACT WAS ENDING.
FORM 990, PART VI, SECTION C, LINE 19	MIDDLESEX SCHOOL PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 WITHOUT SCHEDULE B UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 2,199,192. OTHER CHANGES TO PENSION OBLIGATION -5,148,715.
FORM 990, PART III, LINE 1:	WE HONOR THE IDEAL, ARTICULATED BY OUR FOUNDING HEADMASTER, OF "FINDING THE PROMISE" IN EVERY STUDENT, AND WE WORK TOGETHER IN AN ATMOSPHERE OF MUTUAL TRUST AND SHARED RESPONSIBILITY TO HELP STUDENTS BRING THEIR TALENTS TO FRUITION AS KNOWLEDGEABLE, CAPABLE, RESPONSIBLE AND MORAL CITIZENS OF THE WORLD. AS A COMMUNITY, WE RESPECT THE INDIVIDUAL INTERESTS, STRENGTHS, AND NEEDS OF EACH STUDENT. WE ALSO VALUE THE RICH DIVERSITY OF BELIEF AND EXPERIENCE EACH OF US BRINGS TO THE SCHOOL. WE EXPECT THAT EACH STUDENT WILL BRING HIS OR HER BEST EFFORTS TO THE SHARED ENDEAVOR OF LEARNING AND THAT THE SCHOOL, THROUGH ITS FACULTY, WILL ENGAGE AND ENCOURAGE EACH STUDENT'S GROWTH, HAPPINESS, AND WELL-BEING. WE ASPIRE FOR ALL MIDDLESEX STUDENTS TO DEVELOP PERSONAL INTEGRITY, INTELLECTUAL VITALITY AND DISCIPLINE, AND RESPECT FOR THEMSELVES AND FOR OTHERS. WE EXPECT EACH STUDENT TO ENGAGE ENERGETICALLY AND COOPERATIVELY IN THE LIFE OF THE SCHOOL, AND WE SEEK TO INSPIRE IN ALL STUDENTS THE DESIRE TO SEEK UNDERSTANDING OF THEMSELVES AND THE LARGER WORLD, BOTH NOW AND IN THEIR FUTURES. OPERATING PRINCIPLES - ACCOMPLISHING THIS MISSION IS THE SHARED RESPONSIBILITY OF THE WHOLE MIDDLESEX COMMUNITY. FOR THAT REASON THE SCHOOL EXPECTS, OF ALL ITS STUDENTS, DEDICATION TO ACADEMIC EXCELLENCE, WILLINGNESS TO WORK ENERGETICALLY AND COOPERATIVELY TOWARD COMMON GOALS IN ALL ACTIVITIES, RESPECT BOTH FOR THEMSELVES AND FOR THE INDIVIDUAL DIFFERENCES OF OTHERS, AND DETERMINATION TO REACH BEYOND MERELY COMFORTABLE LIMITS OF KNOWLEDGE AND EXPERIENCE. IN THE SAME SPIRIT THE SCHOOL PROVIDES STUDENTS WITH SMALL CLASSES AND A STRONG, RICH, VARIED CURRICULUM; WITH A TALENTED, DEDICATED, AND ACCESSIBLE FACULTY, MOST OF WHOM TEACH, COACH, AND LIVE ON CAMPUS WITH THE STUDENTS; WITH OUTSTANDING FACILITIES FOR ACADEMICS, ATHLETICS, AND THE ARTS; AND WITH A SOCIAL COMMUNITY WHOSE MEMBERS REPRESENT DIFFERENT BACKGROUNDS AND INTERESTS. TAKEN TOGETHER, THESE ELEMENTS - SUPPLEMENTED BY ADVISING, COUNSELING, SCHOOL ASSEMBLIES AND SPECIAL PROGRAMS, WEEKLY CHAPEL GATHERINGS, INFORMAL COURSES AND PEER SUPPORT GROUPS: MAKE UP A SECONDARY SCHOOL EXPERIENCE REMARKABLE FOR ITS BREADTH AND DEPTH.
FORM 990, PART I, LINE 6:	FROM TIME TO TIME, MIDDLESEX SCHOOL MAY HAVE SEVERAL VOLUNTEERS WHO PARTICIPATE IN SCHOOL-RELATED COMMITTEES AND CLASS EVENTS, SUCH AS PROM, THE MIDDLESEX PARENTS ASSOCIATION OR ALUMNI ASSOCIATION. MPA: APPROXIMATELY 50 PARENTS ATTEND MEETINGS AND VOLUNTEER DURING THE YEAR. ALUMNI ASSOCIATION: APPROXIMATELY 35 ACTIVE ALUMNI ASSOCIATION VOLUNTEERS.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
POOLED INCOME FUND (1)
POOLED INCOME FUND	MA	MIDDLESEX SCHOOL	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (9)
CHARITABLE REMAINDER TRUSTS	MA	MIDDLESEX SCHOOL	T	Yes (1)

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