2019-04-29T07:19:27-05:00 2018-06-30 061012254 LEVITSKY & BERNEY P C 100 BRADLEY ROAD WOODBRIDGE CT 06525 990 2017-07-01 060662137 HAMDEN HALL SCHOOL INC HAMD 2037522600 1108 WHITNEY AVENUE HAMDEN CT 06517 BENELYN ARPINE BUSINESS MANAGER 2037522650 2019-05-13 RONALD BAILEY P00834463 2033895371 208.81.127.197 2019-04-25 08:52:42 ED P B50D619C96059A367844A03F40D17E763F6D877E B50D619C96059A367844A03F40D17E763F6D877E 2017 2019-02-21 02:37:17Z BENELYN ARPINE 1108 WHITNEY AVENUE HAMDEN CT 06517 23929913 0 X WWW.HAMDENHALL.ORG X 1946 CT EDUCATION 24 19 305 0 0 0 664429 1022118 20939927 21551450 350247 1029913 0 0 21954603 23603481 5825309 6218853 0 0 11307232 11784326 0 0 103302 5285952 5265253 22418493 23268432 -463890 335049 38291811 38136103 27662192 26821420 10629619 11314683 X TO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT. 0 0 19830148 6218853 21600018 EDUCATION OF PRE-SCHOOL THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2018 WAS 569. 19830148 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 86 0 1 305 1 0 0 0 0 0 1 1 0 0 0 0 X 24 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X BENELYN ARPINE 2037522650 1108 WHITNEY AVENUE HAMDEN CT 06517 X JOHN EDWARDS TRUSTEE EMERITUS 0.50 X 0 0 0 JOYCE LUJIC PRESIDENT 1.00 X 0 0 0 DAVID RICCIO TREASURER 0.80 X 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 60.00 X X 269838 0 41770 KYLE BALLOU-JOHNS SECRETARY 0.50 X 0 0 0 BARBARA DENATALE TRUSTEE 0.50 X 17395 0 0 ANDREW ACQUARULO VICE PRESIDENT 0.50 X 1000 0 0 LAURIE-ANN LETIZIA TRUSTEE 1.00 X 0 0 0 CLEMENT LEWIN TRUSTEE 0.50 X 0 0 0 MARSHAL GIBSON TRUSTEE 0.50 X 0 0 0 CARL PORTO SR TRUSTEE 0.50 X 0 0 0 TERRANCE P SWAIN TRUSTEE EMERITUS 0.50 X 0 0 0 SPENCER TAYLOR TRUSTEE EMERITUS 0.50 X 0 0 0 JOSEPH SAPIENTE TRUSTEE 0.50 X 0 0 0 ROBERT MASSEY TRUSTEE 0.50 X 0 0 0 JORDAN HADELMAN TRUSTEE 0.50 X 0 0 0 ANTHONY VINGIANO TRUSTEE 0.50 X 0 0 0 MEENA MORAN TRUSTEE 0.50 X 0 0 0 GISELLA CACCONE TRUSTEE 0.50 X 0 0 0 RICHARD EPSTEIN TRUSTEE 0.50 X 0 0 0 MARIA PROTA TRUSTEE 0.50 X 19718 0 0 JOHN BEIRNE JR TRUSTEE EMERITUS 0.50 X 0 0 0 ALAN MOSSBERG TRUSTEE EMERITUS 0.50 X 0 0 0 MICHAEL PEEL TRUSTEE 0.50 X 0 0 0 PHYLLIS PARI TRUSTEE 0.50 X 0 0 0 BENELYN ARPINE BUSINESS MANAGER 50.00 X 113997 0 15067 JAMES HUNTER DIRECTORS OF FACILITIES 50.00 X 115449 0 16989 JO AMATULLI DIRECTOR OF DEVELOPMENT 40.00 X 107536 0 14299 FREDERICK RICHTER DIRECTOR OF COLLEGE COUNSE 40.00 X 107199 0 16429 JANET IZZO DIRECTOR OF ADMISSIONS 40.00 X 112800 0 16374 864932 0 120928 6 0 1 0 ADVANTAGE MAINTENANCE INC 15 LUNAR DRIVE WOODBRIDGE CT 06525 JANITORIAL SERVICES 181530 B & B TRANSPORTATION 41 VILLAGE LANE BETHANY CT 06524 STUDENT TRANSPORTATION 171290 CENTERBROOK ARCHITECTS AND PLANNERS LLP 67 MAIN STREET CENTERBROOK CT 064090955 ARCHITECTURAL SERVICES 165596 US FOODS INC PO BOX 842700 BOSTON MA 022842700 FOOD SERVICES 133316 PERCO INC 91 SHELTON AVENUE NEW HAVEN CT 06511 LANDSCAPING SERVICES 101743 5 1022118 281044 1022118 STUDENT PROGRAM INCOME 611600 21551450 21551450 21551450 981345 981345 375000 326432 48568 48568 48568 23603481 21600018 0 981345 6218853 6218853 383835 383835 9120312 7423042 1697270 500133 360677 139456 1101287 905889 195398 678759 537348 141411 16701 16701 34050 34050 56348 38913 17435 90655 58127 5323 27205 818181 684126 134055 4871 4871 55396 51222 3714 460 53859 11429 42430 883844 751267 132577 192364 164747 27617 STUDENT ACTIVITIES 688991 688991 MISCELLANEOUS OTHER 584232 351001 176022 57209 BONDED DEBT INTEREST EX 441412 441412 STUDENT TRANSPORTATION 310452 310452 1033897 832652 200252 993 23268432 19830148 3334982 103302 22990 35481 3890467 4139503 1387397 1303403 658952 618891 10660 10754 435258 527588 37461875 13491471 24495854 23970404 7275108 7141748 115125 388331 38291811 38136103 924874 874335 6783488 7598674 15700000 15220000 931517 674962 3322313 2453449 27662192 26821420 X 9117691 9937453 1106740 972042 405188 405188 10629619 11314683 38291811 38136103 X 335049 -518849 868864 X X 0 1 X 1 0 X 7277027 180731 499783 545164 7412377 6852728 35189 770838 381728 7277027 7515763 169959 -229551 603443 6852728 8025040 80317 -57106 532488 7515763 7559993 86420 942647 564020 8025040 0.94500 0.05500 0 0 3579028 3579028 16365705 5125146 11240559 15322904 6559366 8763538 2194238 1806959 387279 23970404 7141748 F 7141748 OBLIGATION UNDER INTEREST RATE SWAP 2453449 2453449 23953496 350015 350015 23603481 0 23603481 23268432 0 23268432 0 23268432 PART V, LINE 4: THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON INVESTMENTS -518849. CURRENT YEAR UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP 868864. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 LEGAL NOTICE IN NEWSPAPER 1 FINANCIAL AID SCHOLARSHIPS 287 5066007 1152846 TUITION REMISSION BENEFITS TO EMPLOYEES AND STUDENT WORK PROGRAMS. PART I, LINE 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT J IZZO HEAD OF SCHOOL 269838 0 0 0 0 0 32845 0 8925 0 311608 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF HIS EMPLOYMENT CONTRACT AGREEMENT. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UG90 2008-07-31 18235000 TO DESIGN AND BUILD AN ATHLETIC CENTER AND TO RETIRE A BANK LOAN. 0 0 0 A 3015000 18235000 17810808 2009 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 RBS CITIZENS NA 30.000000000000 0 0 0 0 0 A 0 ROBERT IZZO PERSONAL RESIDENCE X 100000 12500 0 1 1 12500 THERESA PORTO EMPLOYEE 38500 EMPLOYMENT WAGES 0 JANET IZZO EMPLOYEE 117110 EMPLOYMENT WAGES 0 KIM PORTO EMPLOYEE 104120 EMPLOYMENT WAGES 0 X 9 181898 FMV AT DATE OF CONTRIB X LOUNGE CONSTRUCTION 1 94380 FMV AT DATE OF CONTR X EDUCATIONAL SERVICES AND MATERIALS 12 4766 FMV AT DATE OF CONTR 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S BUSINESS MANAGER AND BY THE SCHOOL'S TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OF THE BOARD OF TRUSTEES UTILIZES DATA FROM COMPARABLE SCHOOLS IN DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL. THE DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOHN EDWARDS - 29 GOVERNORS ROAD, HILTON HEAD ISLAND, SC 29928. JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. KYLE BALLOU-JOHNS - 335 WEST WOODS ROAD, HAMDEN, CT 06518. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. LAURIE-ANN LETIZIA - 66 HOYT LANE, GUILFORD, CT 06437. CLEMENT LEWIN - 157 HERON DRIVE, ORANGE, CT 06477. MARSHAL GIBSON - 265 CHURCH STREET, STE 504, NEW HAVEN, CT 06510. CARL PORTO, SR. - 73 AUTUMN RIDGE ROAD, HAMDEN, CT 06514. TERRANCE P. SWAIN - 49 FENNBROOK DRIVE, HAMDEN, CT 06517. SPENCER TAYLOR - 15 TAUNTON LAKE ROAD, NEWTOWN, CT 06470. JOSEPH SAPIENTE - 22 MEADOW WOODS ROAD, SEYMOUR, CT 06483. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 2550 N. LAKEVIEW AVE., APT. S601, CHICAGO, IL 60614. ANTHONY VINGIANO - 15 CAVALINO WAY, NORTH HAVEN, CT 06473. MEENA MORAN - 7 GUILFORD POINT DRIVE, GUILFORD, CT 06437. GISELLA CACCONE - 211 SAINT RONAN ST., NEW HAVEN, CT 06511. RICHARD EPSTEIN - 21 ABIGAIL ST, MILFORD, CT 06460. MARIA PROTA - 1361 NORTH HIGH STREET, EAST HAVEN, CT 06512. JOHN BEIRNE, JR. - 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT 06484. ALAN MOSSBERG - 873 2ND AVENUE S., TIERRA VERDE, FL 33715. MICHAEL PEEL - P.O. BOX 208322, NEW HAVEN, CT 06520. PHYLLIS PARI - 12 QUARRY LANE, HAMDEN, CT 06518. FORM 990, PART XI, LINE 9: CURRENT YEAR UNREALIZED GAIN ON INTEREST RATE SWAP 868864. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT OF THE SCHOOL AND FOR SELECTION OF THE SCHOOL'S AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.