2017-05-15T13:20:03-05:00 2016-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2015-07-01 060653119 THE LOOMIS INSTITUTE D/B/A THE LOOMIS CHAFFEE SCHOOL LOOM 8606876000 BATCHELDER ROAD WINDSOR CT 06095 RICHARD ESPOSITO CFO 8606876000 2017-05-15 1 ELIZABETH SOLECKI P00235171 8605614000 2017-05-15 2015 2021-01-29 14:40:06Z RICHARD ESPOSITO BATCHELDER ROAD WINDSOR CT 06095 177689126 0 X WWW.LOOMIS.ORG X 1874 CT EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. 25 23 415 541 308157 -26025 9482506 8589855 35158573 37036231 2494347 187251 494292 468514 47629718 46281851 7664510 8074370 0 0 21764691 22633726 0 0 3567444 18976190 18897438 48405391 49605534 -775673 -3323683 322432366 313082275 83858469 82221520 238573897 230860755 EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. 0 0 42454992 8074370 37036231 EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. 42454992 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 124 0 1 415 1 1 1 1 BD CJ 0 0 0 0 0 0 0 0 X 25 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X RICHARD ESPOSITO 8606876226 4 BATCHELDER RD WINDSOR CT 06095 SHEILA CULBERT HEAD OF SCHOOL 40.00 X X 385347 0 168330 BRUCE ALEXANDER TRUSTEE 1.00 X 0 0 0 JOEL B ALVORD TRUSTEE 1.00 X 0 0 0 NEVILLE S BOWERS TRUSTEE 1.00 X 0 0 0 PAULINE W CHEN TRUSTEE 1.00 X 0 0 0 ERIK A CLIETTE TRUSTEE 1.00 X 0 0 0 KEITH O COWAN TRUSTEE 1.00 X 0 0 0 KRISTEN DELAMATER TRUSTEE 1.00 X 0 0 0 MICHAEL J DUBILIER TRUSTEE 1.00 X 0 0 0 KARIN FINLAY TRUSTEE 1.00 X 0 0 0 JASON H KARP TRUSTEE 1.00 X 0 0 0 JOHN T KELLER TRUSTEE 1.00 X 0 0 0 JONATHAN M KELLY TRUSTEE 1.00 X 0 0 0 RACHEL KORT TRUSTEE 1.00 X 0 0 0 DOUGLAS W LYONS TRUSTEE 1.00 X 0 0 0 DUNCAN AL MACLEAN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER K NORTON TRUSTEE 1.00 X 0 0 0 REGINALD PAIGE SR TRUSTEE 1.00 X 0 0 0 ELIZABETH RICHMOND TRUSTEE 1.00 X 0 0 0 DAVID A ROGAN TRUSTEE 1.00 X 0 0 0 STEVEN ROSENTHAL TRUSTEE 1.00 X 0 0 0 MARY BUCKSBAUM SCANLAN TRUSTEE 1.00 X 0 0 0 AMY EDWARDS SPARKS TRUSTEE 1.00 X 0 0 0 HARVEY J STRUTHERS JR TRUSTEE 1.00 X 0 0 0 JAMES L WIDDOES TRUSTEE 1.00 X 0 0 0 RICHARD ESPOSITO CHIEF FINANCIAL OFFICER 40.00 X 244488 0 101535 NATHAN FOLLANSBEE DIRECTOR OF EXTERNAL AFFAIRS 40.00 X 226634 0 36145 AARON HESS ASST HEAD OF SCHOOL 40.00 X 167524 0 31753 JULIA KNIGHT BUSINESS MANAGER 40.00 X 120495 0 56139 MARY LISCINSKY DEAN OF STUDENTS 40.00 X 115706 0 49460 TIMOTHY STRUTHERS DIRECTOR OF DEVELOPMENT 40.00 X 163617 0 120681 ERBY MITCHELL DIRECTOR OF ADMISSIONS 40.00 X 158741 0 46403 1582552 0 610446 14 0 1 0 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 60691 CONSULTANT 401015 MAVRICK BUILDERS AND RENOVATORS LLC 3287 BERLIN TURNPIKE NEWINGTON CT 06111 RENOVATION SERVICE 176984 OZGLO CLEANING COMPANY LLC 6 PINNEY ROAD BLOOMFIELD CT 06002 CLEANING SERVICE 114119 3 8589855 3225347 8589855 TUITION AND FEES 611110 36846425 36846425 STUDENT ACTIVITIES 611110 189806 189806 37036231 260853 -43672 304525 130667516 130741118 -73602 -73602 34248 -107850 817090 666157 150933 150933 SUMMER PROGRAMS 611110 224266 224266 FACILITY RENTAL 611110 74640 74640 ICE RINK 611110 18675 18675 317581 46281851 37036231 308157 347608 8074370 8074370 1064940 511500 321700 231740 15889371 13753431 633479 1502461 4508906 4199128 66990 242788 1170509 969250 68593 132666 68473 68473 61540 61540 114526 80167 24050 10309 2032257 1422580 426774 182903 2909650 2909650 4506811 3785721 721090 568005 568005 GENERAL ADMINISTRATIVE 2880871 2016610 604983 259278 FOOD SERVICES 2392512 2392512 DEVELOPMENT 997833 997833 INSTRUCTIONAL 977547 977547 1387413 1362526 17421 7466 49605534 42454992 3583098 3567444 1 16364224 5600356 11730915 6629909 9421675 8770677 260633 261194 258879 130365 176329952 67752483 101312232 108577469 182130289 182222736 953518 889569 322432366 313082275 4740038 4755911 16166734 16669076 62269008 60145299 682689 651234 83858469 82221520 X 118397462 118761536 38705536 27800808 81470899 84298411 238573897 230860755 322432366 313082275 X -3323683 -4347249 -42210 X 0 1 X 1 0 X 8173502 22077744 13595503 9482506 8589855 61919110 8173502 22077744 13595503 9482506 8589855 61919110 13678120 48240990 962807 4971193 2957916 2202129 304525 11398570 859 15215 95311 111385 190918 176089 154116 138933 150933 810989 74240054 164473889 0.64980 0.60870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 190509927 6944160 -4208334 3013689 15903871 174328192 184037822 6721517 6870432 2985282 4134562 190509927 174593365 6154786 13468562 3021990 7156902 184037822 175769441 7776705 -273537 3007153 5672091 174593365 199241506 3088970 -16339148 3083799 7138088 175769441 0.40000 0.49000 0.11000 0 0 437687 437687 142395599 52500034 89895565 13465563 9869770 3595793 20031103 5382679 14648424 108577469 LIQUID CAPITAL 8140680 F INFLATION HEDGING 1643932 F GLOBAL EQUITY 75514208 F FLEXIBLE CAPITAL 39118914 F ABSOLUTE RETURN 31151271 F PRIVATE EQUITY 16946300 F FIXED INCOME 11000 F REAL ESTATE 349000 F SHORT-TERM INVESTMENTS 8489258 F SPLIT-INTEREST AGREEMENTS 858173 F 182222736 ANNUITY PAYABLE 425460 AGENCY FUNDS 36890 ASSET RETIREMENT OBLIGATION 188884 651234 33058415 -4347250 -9542343 -13889593 46948008 -666157 -666157 46281851 40771557 666157 666157 40105400 9500134 9500134 49605534 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE RELIABLE AND GROWING SUPPORT FOR THE ONGOING OPERATIONS OF THE SCHOOL. THE PURPOSE OF THE INVESTMENT COMMITTEE IS TO INVEST THE ENDOWMENT TO PRODUCE TWO RESULTS: 1. PROVIDE A RELIABLE AND GROWING STREAM OF SPENDABLE FUNDS. 2. PROTECT AGAINST PERMANENT CAPITAL LOSS, WHILE PRESERVING AND GROWING THE REAL VALUE OF THE CORPUS OVER TIME. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -42,213. FINANCIAL AID/TUITION REMISSION -9,500,130. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD -666,157. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COGS 666,157. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/TUITION REMISSION 9,500,130. ROUNDING 4. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS DESCRIBED IN SCHOOL REGISTRATION MATERIALS EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING / PROGRAM SERVICES FUNDRAISING / ADMISSIONS 68499 EUROPE 0 0 FUNDRAISING 3821 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES ADMISSIONS 5548 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 86489992 0 0 0 0 0 0 86567860 0 86567860 1 0 1 1 1 0 1 FINANCIAL AID 194 8074370 FMV REDUCTION IN TUITION PART I, LINE 2: FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 SHEILA CULBERT HEAD OF SCHOOL 385347 0 0 0 0 0 146850 0 21480 0 553677 0 0 0 RICHARD ESPOSITO CHIEF FINANCIAL OFFICER 244488 0 0 0 0 0 25455 0 76080 0 346023 0 0 0 NATHAN FOLLANSBEE DIRECTOR OF EXTERNAL AFFAIRS 226634 0 0 0 0 0 22815 0 13330 0 262779 0 0 0 AARON HESS ASST HEAD OF SCHOOL 167524 0 0 0 0 0 18696 0 13057 0 199277 0 0 0 JULIA KNIGHT BUSINESS MANAGER 120495 0 0 0 0 0 13487 0 42652 0 176634 0 0 0 MARY LISCINSKY DEAN OF STUDENTS 115706 0 0 0 0 0 12142 0 37318 0 165166 0 0 0 TIMOTHY STRUTHERS DIRECTOR OF DEVELOPMENT 163617 0 0 0 0 0 18531 0 102150 0 284298 0 0 0 ERBY MITCHELL DIRECTOR OF ADMISSIONS 158741 0 0 0 0 0 16273 0 30130 0 205144 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THE HOUSE WHERE THE HEAD OF SCHOOL RESIDES IS USED FOR MULTIPLE SCHOOL EVENTS. PART I, LINE 4B SHEILA CULBERT, HEAD OF SCHOOL, PARTICIPATES IN A 457(F) PLAN. A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774L7J8 2005-10-15 37325541 SERIES F- REFINANCING PART OF SERIES C AND ALL OF SERIES D 0 0 0 B CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UD28 2008-07-22 25627420 SERIES G- REFINANCING SERIES C, NEW ROOFS, IT 0 0 0 C CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774YBS5 2011-08-01 8531436 SERIES H- REFINANCING SERIES E 0 0 0 A 37325541 36341226 521818 462497 2005 0 1 1 1 B 25627420 2116418 4458032 392010 18660961 2010 1 0 1 1 C 8531436 2767 8286000 170629 63676 8364 2011 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00200 0.00000 0.00200 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 TOURBILLON CAPITAL PARTNERS TRUSTEE JASON KARP IS AN OWNER OF THE ENTITY 389777 MANAGEMENT AND INCENTIVE FEES 0 X 116 3225347 FAIR VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL USES THIRD PARTIES TO PROCESS AND SELL NONCASH STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 TRUSTEES AND MANAGEMENT REVIEW THE PREPARED 990, EXCLUDING THE SCHEDULE B LIST OF CONTRIBUTORS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL SENIOR ADMINISTRATORS AND TRUSTEES ARE REQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST AGREEMENTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES AND EXECUTIVE COMMITTEE MEMBERS MEET ANNUALLY TO REVIEW THE HEAD OF SCHOOL'S SALARY THROUGH THE USE OF COMPARABLE DATA AND OTHER SOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -42,213. ROUNDING 3. ADC CORPORATION 4 BATCHELDER ROAD WINDSOR CT 06095 060986152 REAL ESTATE RENTAL CT C 19222 458284 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0