BREARLEY SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BREARLEY SCHOOL (EIN 13-1623915)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-05
- IRS object ID
- 201801259349300300
- Schema version
- 2016v3.1
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-05T05:55:24-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EisnerAmper LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BREARLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RAHUL TRIPATHI | InCareOfNm |
| Business Name Control | BREA | BusinessNameControlTxt |
| Phone | 2127448582 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 EAST 83RD STREET | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAHUL TRIPATHI | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 2127448582 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE METH | PreparerPersonNm |
| PTIN | P01306891 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE FOLEY FRIED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 east 83rd street | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $97,543,094 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.brearley.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1884 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE BREARLEY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION IN NEW YORK CITY THAT PROVIDES A QUALITY EDUCATION TO GIRLS IN GRADES K-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 391 | TotalEmployeeCnt |
| Total Volunteers | 320 | TotalVolunteersCnt |
| Total Gross UBI | $292,491 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $289,833 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,883,839 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,934,301 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,714,326 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,241,796 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,407,702 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,926,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $519,546 | PYOtherRevenueAmt |
| CY Other Revenue | $463,889 | CYOtherRevenueAmt |
| PY Total Revenue | $55,525,413 | PYTotalRevenueAmt |
| CY Total Revenue | $65,566,824 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,787,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,195,947 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,338,052 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,995,721 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,170 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,675 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,025,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,629,261 | PYOtherExpensesAmt |
| CY Other Expenses | $11,662,617 | CYOtherExpensesAmt |
| PY Total Expenses | $41,785,023 | PYTotalExpensesAmt |
| CY Total Expenses | $43,885,960 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,740,390 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,680,864 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $282,026,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,032,151 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $76,180,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,684,497 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $205,846,678 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $233,347,654 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE BREARLEY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION IN NEW YORK CITY THAT PROVIDES A QUALITY EDUCATION TO GIRLS IN GRADES K-12. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,862,692 | ExpenseAmt |
| Grant | $5,195,947 | GrantAmt |
| Revenue | $33,241,796 | RevenueAmt |
| Desc | THE BREARLEY SCHOOL CHALLENGES GIRLS OF ADVENTUROUS INTELLECT TO THINK CRITICALLY AND CREATIVELY AND PREPARES THEM FOR ACTIVE, RESPONSIBLE CITIZENSHIP IN A DEMOCRATIC SOCIETY. WITHIN A DIVERSE COMMUNITY AND IN PARTNERSHIP WITH DEDICATED FACULTY WHO TEACH ACROSS THREE DIVISIONS, STUDENTS IN CLASSES K THROUGH XII DEVELOP A COMMAND OF MANY DISCIPLINES AND A LOVE OF LEARNING THROUGH THE PASSIONATE EXCHANGE OF IDEAS. ENCOURAGING GIRLS TO BALANCE INDIVIDUALITY AND COLLABORATION FURTHER PROMOTES THE INTEGRITY ESSENTIAL TO PRINCIPLED ENGAGEMENT IN THE WORLD. THE TOTAL PROGRAM SERVICE REVENUE AND EXPENSES REPRESENTS THE COSTS ASSOCIATED WITH THE INSTRUCTION AND RELATED AUXILIARY PROGRAMS OF 712 STUDENTS FOR THE ACADEMIC YEAR ENDED JUNE 30, 2017. | Desc |
| Total Program Service Expenses | $30,862,692 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 95 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 391 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAHUL TRIPATHI | PersonNm |
| Phone | 2125708579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 EAST 83RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ELLEN JEWETT | |||||||||
| PRESIDENT | 10.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARTER BROOKS SIMONDS | |||||||||
| VICE PRESIDENT | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER L MANN | |||||||||
| SECRETARY | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NOAH GOTTDIENER | |||||||||
| TREASURER | 5.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE FRANKENHOFF ALFARO | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REZA ALI | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GIDEON BERGER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS BIENSTOCK | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH CHANDLER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA CONNOR | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANE GLADSTONE | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| IVAN M HAGEMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MUNIB ISLAM | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH HARPEL KEHLER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GRACE OFFUTT | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE L PERLMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIA PERSHAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B PHILIP | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M RASO | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAULA CAMPBELL ROBERTS | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MODUPE AKINOLA ROBINSON | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRI J SELLIGMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOCELYN E STRAUBER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW K TSAI | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANE FOLEY FRIED | |||||||||
| HEAD OF SCHOOL | 40.0 | 1.0 | Yes (X) | $584,313 | $0 | $208,886 | |||
| RAHUL TRIPATHI | |||||||||
| CFO/COO | 40.0 | 0.0 | Yes (X) | $366,890 | $0 | $97,885 | |||
| ANNE BERGEN | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 0.0 | $269,026 | $0 | $33,630 | Yes (X) | |||
| TAMMY ZAZURI | |||||||||
| DIRECTOR OF ATHLETICS | 40.0 | 0.0 | $216,450 | $0 | $36,912 | Yes (X) | |||
| EVELYN SEGAL LIPTON | |||||||||
| HEAD OF UPPER SCHOOL | 40.0 | 0.0 | $207,010 | $0 | $36,894 | Yes (X) | |||
| JAMES E MULKIN | |||||||||
| ASST. HEAD FOR ACADEMIC LIFE | 40.0 | 0.0 | $198,059 | $0 | $35,698 | Yes (X) | |||
| MARIA-ANNA ZIMMERMANN | |||||||||
| HEAD OF LOWER SCHOOL | 40.0 | 0.0 | $185,752 | $0 | $34,387 | Yes (X) | |||
| CAROLYN CLARK | |||||||||
| DIRECTOR OF COLLEGE ADVISING | 40.0 | 0.0 | $185,856 | $0 | $22,011 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,213,356 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $506,303 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 70 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| EW HOWELL | ||||||||||
| 245 NEWTON ROAD | PLAINVIEW | NY | 11803 | CONSTRUCTION MANAGER | $5,435,303 | |||||
| KPMB ARCHITECTS | ||||||||||
| ARCHITECTS | $3,118,647 | 322 KING STREET WEST | TORONTO | 0 | CA | M5V1J2 | ||||
| GORTON PARTNERS | ||||||||||
| 135 NEW ROAD | MADISON | CT | 06443 | CONSTRUCTION CONSULT | $465,599 | |||||
| ACTION GRAPHICS | ||||||||||
| 600 RYERSON ROAD | LINCOLN PARK | NJ | 07035 | PUBLISHING | $204,590 | |||||
| RA CONSULTANTS | ||||||||||
| 512 7TH AVENUE | NEW YORK | NY | 10018 | CONSTRUCTION CONSULT | $204,013 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $401,454 | FundraisingAmt |
| Government Grants | $472,708 | GovernmentGrantsAmt |
| All Other Contributions | $20,060,139 | AllOtherContributionsAmt |
| Noncash Contributions | $1,929,242 | NoncashContributionsAmt |
| Total Contributions | $20,934,301 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $33,023,839 | $33,023,839 |
| AUXILIARY ACTIVITIES | 611710 | $217,957 | $217,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,241,796 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,799,408 | TotalRevenueColumnAmt |
| Exclusion | $1,799,408 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $464,239 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $464,239 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,239 | TotalRevenueColumnAmt |
| Exclusion | $464,239 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,990,060 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,862,570 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,127,490 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,127,430 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $292,841 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,834,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $113,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $401,454 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $113,700 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS THRU LIMITED PARTNERSHIP LOSSES | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$350 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$350 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$350 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,566,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,241,796 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $292,491 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,098,236 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,195,947 | TotalAmt |
| Program Services | $5,195,947 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,746 | TotalAmt |
| Program Services | $1,143,665 | ProgramServicesAmt |
| Management And General | $368,975 | ManagementAndGeneralAmt |
| Fundraising | $91,106 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,050,336 | TotalAmt |
| Program Services | $12,872,082 | ProgramServicesAmt |
| Management And General | $4,152,850 | ManagementAndGeneralAmt |
| Fundraising | $1,025,404 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,793,941 | TotalAmt |
| Program Services | $1,279,298 | ProgramServicesAmt |
| Management And General | $412,733 | ManagementAndGeneralAmt |
| Fundraising | $101,910 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,081,441 | TotalAmt |
| Program Services | $2,910,563 | ProgramServicesAmt |
| Management And General | $939,019 | ManagementAndGeneralAmt |
| Fundraising | $231,859 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,257 | TotalAmt |
| Program Services | $1,045,619 | ProgramServicesAmt |
| Management And General | $337,343 | ManagementAndGeneralAmt |
| Fundraising | $83,295 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,364 | TotalAmt |
| Management And General | $50,364 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,360 | TotalAmt |
| Management And General | $103,360 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,675 | TotalAmt |
| Fundraising | $31,675 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,877 | TotalAmt |
| Management And General | $413,877 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,473 | TotalAmt |
| Program Services | $75,584 | ProgramServicesAmt |
| Management And General | $214,035 | ManagementAndGeneralAmt |
| Fundraising | $43,854 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,778 | TotalAmt |
| Program Services | $13,110 | ProgramServicesAmt |
| Fundraising | $75,668 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,509 | TotalAmt |
| Program Services | $331,277 | ProgramServicesAmt |
| Management And General | $598,804 | ManagementAndGeneralAmt |
| Fundraising | $68,428 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,290 | TotalAmt |
| Program Services | $68,717 | ProgramServicesAmt |
| Management And General | $414,573 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,770 | TotalAmt |
| Program Services | $941,087 | ProgramServicesAmt |
| Management And General | $75,683 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,912 | TotalAmt |
| Program Services | $394,804 | ProgramServicesAmt |
| Management And General | $49,783 | ManagementAndGeneralAmt |
| Fundraising | $11,325 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,691 | TotalAmt |
| Program Services | $78,725 | ProgramServicesAmt |
| Management And General | $17,530 | ManagementAndGeneralAmt |
| Fundraising | $6,436 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,569 | TotalAmt |
| Management And General | $1,647,569 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688,430 | TotalAmt |
| Program Services | $1,204,056 | ProgramServicesAmt |
| Management And General | $388,458 | ManagementAndGeneralAmt |
| Fundraising | $95,916 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT ACTIVITIES | $415,089 | $415,089 | |
| FOOD SERVICE | $660,415 | $660,415 | |
| PUBLICATIONS | $226,004 | $226,004 | |
| RECRUITING | $87,427 | $87,427 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,890,659 | TotalAmt |
| Program Services | $2,006,650 | ProgramServicesAmt |
| Management And General | $725,474 | ManagementAndGeneralAmt |
| Fundraising | $158,535 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,885,960 | TotalAmt |
| Program Services | $30,862,692 | ProgramServicesAmt |
| Management And General | $10,997,857 | ManagementAndGeneralAmt |
| Fundraising | $2,025,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,998 | BOYAmt |
| EOY | $2,420 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,681,861 | BOYAmt |
| EOY | $60,604,163 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,205 | BOYAmt |
| EOY | $24,358,559 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,793 | BOYAmt |
| EOY | $4,734,416 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,284 | BOYAmt |
| EOY | $644,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,276,886 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,482,999 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,193,936 | BOYAmt |
| EOY | $85,793,887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,423,257 | BOYAmt |
| EOY | $29,084,785 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,405,750 | BOYAmt |
| EOY | $101,973,131 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,627 | BOYAmt |
| EOY | $4,836,313 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,026,711 | BOYAmt |
| EOY | $312,032,151 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,584,523 | BOYAmt |
| EOY | $5,672,338 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,188,838 | BOYAmt |
| EOY | $22,011,506 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,663,031 | BOYAmt |
| EOY | $48,708,740 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,743,641 | BOYAmt |
| EOY | $2,291,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,180,033 | BOYAmt |
| EOY | $78,684,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,527,926 | BOYAmt |
| EOY | $137,514,595 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,055,482 | BOYAmt |
| EOY | $44,935,871 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,263,270 | BOYAmt |
| EOY | $50,897,188 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,846,678 | BOYAmt |
| EOY | $233,347,654 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,026,711 | BOYAmt |
| EOY | $312,032,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,680,864 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,869,779 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$49,667 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,989,595 | BeginningYearBalanceAmt |
| Contributions | $336,918 | ContributionsAmt |
| Investment Earnings Or Losses | $6,625,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,046 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,430,635 | OtherExpendituresAmt |
| End Year Balance | $60,444,440 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,741,583 | BeginningYearBalanceAmt |
| Contributions | $2,311,089 | ContributionsAmt |
| Investment Earnings Or Losses | -$886,756 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $87,538 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,088,783 | OtherExpendituresAmt |
| End Year Balance | $55,989,595 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,387,817 | BeginningYearBalanceAmt |
| Contributions | $929,510 | ContributionsAmt |
| Investment Earnings Or Losses | $1,368,902 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $291,461 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,653,185 | OtherExpendituresAmt |
| End Year Balance | $56,741,583 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,792,071 | BeginningYearBalanceAmt |
| Contributions | $269,533 | ContributionsAmt |
| Investment Earnings Or Losses | $6,336,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $319,255 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,690,807 | OtherExpendituresAmt |
| End Year Balance | $56,387,817 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,011,749 | BeginningYearBalanceAmt |
| Contributions | $870,858 | ContributionsAmt |
| Investment Earnings Or Losses | $5,871,794 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $353,170 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,609,160 | OtherExpendituresAmt |
| End Year Balance | $51,792,071 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.84270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,052,870 | OtherCostOrOtherBasisAmt |
| Book Value | $28,052,870 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,696,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,157,348 | DepreciationAmt |
| Book Value | $37,539,446 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,670,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,397,962 | DepreciationAmt |
| Book Value | $19,272,405 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,856,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,927,689 | DepreciationAmt |
| Book Value | $929,166 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $85,793,887 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $51,806,330 | F |
| HEDGE FUNDS | $24,402,196 | F |
| OFFSHORE HEDGE FUNDS | $8,005,275 | F |
| LIMITED LIABILITY COMPANIES | $17,759,330 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $101,973,131 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $833,346 |
| OBLIGATION | $1,458,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,291,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,299,391 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,869,779 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,869,779 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,429,612 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $413,877 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,723,335 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,137,212 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,566,824 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,276,136 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $38,276,136 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $413,877 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,195,947 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,609,824 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,885,960 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT CONSISTS OF 141 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES DESIGNATED BY DONORS TO BE PERMANENTLY RESTRICTED ENDOWMENT FUNDS. |
| FORM 990, SCHEDULE D, PART X, LINE 2 | THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE SCHOOL, THESE PROVISIONS COULD BE APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO CERTAIN OF THE SCHOOL'S INVESTMENTS. HOWEVER, DUE TO THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES THAT ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S CONSOLIDATED FINANCIAL STATEMENTS. |
| FORM 990, SCHEDULE D, PART XI, LINE 4B | CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION $( 481,278) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 8,666 SCHOLARSHIPS NETTED AGAINST REVENUE FOR FINANCIAL STATEMENT REPORTING PURPOSES 5,195,947 ----------- TOTAL $ 4,723,335 =========== |
| FORM 990, SCHEDULE D, PART XII, LINE 4B | SCHOLARSHIPS NETTED AGAINST REVENUE FOR FINANCIAL REPORTING PURPOSES OF $5,195,947. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, LINE 3 | THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS PRINT AND ELECTRONIC PUBLICATIONS. |
| FORM 990, SCHEDULE E, LINE 6A | THE SCHOOL RECEIVES FUNDS FROM NEW YORK STATE FOR THE PERFORMANCE OF MANDATED SERVICES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Investments | NONE | $7,260,917 |
| Central America and the Caribbean | Investments | NONE | $12,101,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $19,362,552 | SubtotalSpentAmt |
| Total Spent | $19,362,552 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART 1, LINE 3, COLUMN (F) | AMOUNTS REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| FORM 990, SCHEDULE F, PART IV, LINE 1 | THE SCHOOL DID MAKE TRANSFERS TO FOREIGN COPORATIONS, HOWEVER THE TRANSFERS DID NOT MEET REPORTING THRESHOLDS APPLICABLE FOR FORM 926. |
| FORM 990, SCHEDULE F, PART IV, LINE 4 | THE SCHOOL WAS AN INDIRECT SHAREHOLDER OF VARIOUS PASSIVE FOREIGN INVESTMENT COMPANIES OR QUALIFIED ELECTING FUNDS DURING THE TAX YEAR, HOWEVER THE SCHOOL DID NOT MEET THE REPORTING REQUIREMENTS APPLICABLE FOR FORM 8621. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE HELEN BROWN GROUP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 SUMMER STREET SUITE 2 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $31,675 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $31,675 | TotalRetainedByContractorsAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2017 Benefit | Event1Nm |
| Gross Receipts Event1 | $515,154 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $401,454 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $113,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $56,510 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,575 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,615 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $515,154 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $401,454 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $113,700 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $56,510 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,575 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,615 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $113,700 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS PROVIDED TO STUDENTS | GrantTypeTxt |
| Recipient | 144 | RecipientCnt |
| Non Cash Assistance | $5,195,947 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FOMR 990, SCHEDULE I, PART I | FormAndLineReferenceDesc |
| Explanation | FAMILIES WHO REQUEST FINANCIAL ASSISTANCE ARE ASKED TO COMPLETE A PARENTS FINANCIAL STATEMENT ("PFS") AND SEND IT TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID ("SSS"), AN AFFILIATE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ("NAIS"). SSS IS A NATIONWIDE SERVICE THAT ASSISTS THE BREARLEY SCHOOL (AND OTHER INDEPENDENT SCHOOLS) IN PROCESSING REQUESTS FOR FINANCIAL ASSISTANCE. SSS PROVIDES ANALYSES TO ENABLE SCHOOLS TO MAKE CONSISTENT DECISIONS, ALTHOUGH THE ULTIMATE ASSESSMENT OF NEED RESTS WITH THE BREARLEY SCHOOL. PARENTS ARE ALSO ASKED TO SUBMIT FEDERAL TAX RETURNS WITH ALL SCHEDULES AND, IF APPLICABLE, BUSINESS TAX RETURNS AND OTHER SUPPORTING DOCUMENTS. ALL FINANCIAL INFORMATION AND ALL FINANCIAL ASSISTANCE DECISIONS ARE STRICTLY CONFIDENTIAL. SCHOLARSHIPS ARE APPLIED DIRECTLY TO AN AWARDED STUDENT'S ACCOUNT IN THE FORM OF A TUITION REDUCTION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE FOLEY FRIED | ||||||||||||||
| HEAD OF SCHOOL | $584,313 | $0 | $0 | $0 | $0 | $0 | $112,075 | $0 | $96,811 | $0 | $793,199 | $0 | $0 | $0 |
| RAHUL TRIPATHI | ||||||||||||||
| CFO/COO | $366,890 | $0 | $0 | $0 | $0 | $0 | $85,519 | $0 | $12,366 | $0 | $464,775 | $0 | $0 | $0 |
| ANNE BERGEN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $269,026 | $0 | $0 | $0 | $0 | $0 | $33,630 | $0 | $0 | $0 | $302,656 | $0 | $0 | $0 |
| TAMMY ZAZURI | ||||||||||||||
| DIRECTOR OF ATHLETICS | $216,450 | $0 | $0 | $0 | $0 | $0 | $24,012 | $0 | $12,900 | $0 | $253,362 | $0 | $0 | $0 |
| EVELYN SEGAL LIPTON | ||||||||||||||
| HEAD OF UPPER SCHOOL | $207,010 | $0 | $0 | $0 | $0 | $0 | $24,528 | $0 | $12,366 | $0 | $243,904 | $0 | $0 | $0 |
| JAMES E MULKIN | ||||||||||||||
| ASST. HEAD FOR ACADEMIC LIFE | $198,059 | $0 | $0 | $0 | $0 | $0 | $23,332 | $0 | $12,366 | $0 | $233,757 | $0 | $0 | $0 |
| MARIA-ANNA ZIMMERMANN | ||||||||||||||
| HEAD OF LOWER SCHOOL | $185,752 | $0 | $0 | $0 | $0 | $0 | $21,097 | $0 | $13,290 | $0 | $220,139 | $0 | $0 | $0 |
| CAROLYN CLARK | ||||||||||||||
| DIRECTOR OF COLLEGE ADVISING | $185,856 | $0 | $0 | $0 | $0 | $0 | $22,011 | $0 | $0 | $0 | $207,867 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL MAINTAINS A SUPPLEMENTAL RETIREMENT PLAN (THE "PLAN") FOR ITS ELIGIBLE EMPLOYEES. UNDER THE TERMS OF THE PLAN, THE SCHOOL CONTRIBUTES AMOUNTS ON BEHALF OF ELIGIBLE EMPLOYEES, AND SUCH ELIGIBLE EMPLOYEES MAY ALSO ELECT TO CONTRIBUTE TO THE PLAN. DURING CALENDAR 2016, THE SCHOOL CONTRIBUTED $116,250 TO ELIGIBLE EMPLOYEES' SUPPLEMENTAL RETIREMENT PLANS. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 116 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,929,242 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, PART 1 LINE 32 | FormAndLineReferenceDesc |
| Explanation | THE BROKERS HIRED BY THE SCHOOL SELL THE DONATED STOCKS UPON RECEIPT, UPON THE APPROVAL OF THE CFO. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11A MANAGEMENT OF THE SCHOOL REVIEWS THE DRAFT OF THE FORM 990. UPON ITS SATISFACTION, THE GOVERNING BODY HAS DESIGNATED ITS AUDIT COMMITTEE WITH THE RESPONSIBILITY OF REVIEWING THE FORM 990 AND REPORTING ITS REVIEW TO THE MEMBERS OF THE EXECUTIVE COMMITEE OF THE BOARD FOR APPROVAL. THE APPROVED VERSION OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| MONITORING OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES AND KEY MEMBERS OF MANAGEMENT ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT OF COMPLIANCE WITH THE SCHOOL'S CONFLICT OF INTEREST POLICY AND TO REPORT ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THIS DOCUMENT IS SIGNED AT THE FIRST BOARD MEETING OF EACH YEAR. |
| DETERMINATION OF COMPENSATION | FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE COMPENSATION OF THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES USING COMPARABILITY DATA COLLECTED AND KEPT BY AN INDEPENDENT CONSULTANT. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE SCHOOL IS DETERMINED THROUGH A REVIEW OF DATA FROM COMPARABLE EDUCATIONAL INSTITUTIONS AND REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AS A PART OF THE OVERALL BUDGET PROCESS. |
| AVAILABILITY OF GOVERNING DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 THE BREARLEY SCHOOL'S GOVERNING DOCUMENTS AND FINANCIAL INFORMATION, WITH THE EXCEPTION OF ITS FEDERAL FORM 990, ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $( 8,666) CHANGE IN VALUE OF POST-RETIREMENT BENEFITS $ 481,278 LOSS ON UNCOLLECTIBLE PLEDGES $( 522,279) ------------ TOTAL $( 49,667) ============ |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF BREARLEY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 EAST 83RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134088238 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREARLEY SCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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