2015-02-12T09:31:15-06:00 2014-06-30 060666222 CHARLES HEAVEN & CO CPA'S 207 BANK ST WATERBURY CT 06702 990 2013-07-01 060646661 THE GUNNERY INC GUNN 8608687334 99 GREEN HILL ROAD WASHINGTON CT 06793 WILLIAM J ZEKAS CFO BUSINESS MANAGER 8608687334 2014-02-13 true ROBERT E SWEENEY JR CPA P01215711 2037534101 2015-02-12 2013 2016-02-25 16:41:14Z PETER WE BECKER 99 GREEN HILL RD WASHINGTON CT 06793 38678163 false X WWW.GUNNERY.ORG X 1920 CT IN 1850 FREDERICK GUNN ESTABLISHED A SCHOOL BASED ON THE BELIEF THAT STRENGTH OF CHARACTER WAS THE GOAL OF EDUCATION. TODAY, THE GUNNERY RESTS ON THE FOUR CORNERSTONES OF CHARACTER: SCHOLARSHIP, INTEGRITY, RESPECT AND RESPONSIBILTY. CHARACTER IS FORGED IN A COHESIVE, DIVERSE COMMUNITY INFORMED BY A CHALLENGING COLLEGE PREPARATORY CURRICULUM, A BROAD RANGE OF ATHLETIC, ARTISTIC AND SOCIAL ACTIVITIES AND A FACULTY OF SCHOLARS AND COMMITTED EDUCATORS DEDICATED TO THE INTELLECTUAL AND ETHICAL DEVELOPMENT OF EVERY STUDENT. A GUNNERY GRADUATE IS A BROADLY EDUCATED, SOCIALLY RESPONSIBLE CITIZEN WITH TESTED BELIEFS, STRENGTH OF CHARACTER AND THE COURAGE TO ACT ON CONVICTIONS. 23 23 149 276 62285 -237 2007662 5133731 13842764 15114259 1633822 4734986 46848 60149 17531096 25043125 3364650 4200498 0 7117898 7694454 0 1154738 7367600 6657143 17850148 18552095 -319052 6491030 55649948 60787536 12832892 12867919 42817056 47919617 X IN 1850 FREDERICK GUNN ESTABLISHED A SCHOOL BASED ON THE BELIEF THAT STRENGTH OF CHARACTER WAS THE GOAL OF EDUCATION. TODAY, THE GUNNERY RESTS ON THE FOUR CORNERSTONES OF CHARACTER: SCHOLARSHIP, INTEGRITY, RESPECT AND RESPONSIBILTY. CHARACTER IS FORGED IN A COHESIVE, DIVERSE COMMUNITY INFORMED BY A CHALLENGING COLLEGE PREPARATORY CURRICULUM, A BROAD RANGE OF ATHLETIC, ARTISTIC AND SOCIAL ACTIVITIES AND A FACULTY OF SCHOLARS AND COMMITTED EDUCATORS DEDICATED TO THE INTELLECTUAL AND ETHICAL DEVELOPMENT OF EVERY STUDENT. A GUNNERY GRADUATE IS A BROADLY EDUCATED, SOCIALLY RESPONSIBLE CITIZEN WITH TESTED BELIEFS, STRENGTH OF CHARACTER AND THE COURAGE TO ACT ON CONVICTIONS. false false 14786382 4200498 15101417 THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREPARTORY INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, DORMITORY SERVICES AND A SCHOOL STORE. 14786382 true true false false false false false false false true true false false false false false true false true false false false false false false false false false true true true false false false false false false false false true false true false false false false false false false false true 76 0 true 149 true true true false false false false false false false false false X 23 23 false false true false false false false true true false false true true true true true true true true false X WILLIAM ZEKAS 8608687334 99 GREEN HILL RD WASHINGTON CT 06793 PETER WILLEMOES EUSTIS BECKER HEADMASTER 50.00 X X 226295 0 87482 JOAN A NOTO TRUSTEE - VI 4.00 X X 0 0 0 STEPHEN W BAIRD TRUSTEE 2.00 X 0 0 0 PETER R HOULDIN TRUSTEE 2.00 X 0 0 0 JONATHAN M ESTREICH TRUSTEE 2.00 X 0 0 0 GRETCHEN H FARMER TRUSTEE 2.00 X 0 0 0 DICK EBERSOL TRUSTEE 2.00 X 0 0 0 DAVID E KAPLAN TRUSTEE VP 4.00 X 0 0 0 JAMES R GALLOP TRUSTEE 2.00 X 0 0 0 KIRSTEN PECKERMAN TRUSTEE 2.00 X 0 0 0 JAY B SHEEHY TRUSTEE - TR 4.00 X X 0 0 0 PETER B SLONE TRUSTEE - SE 4.00 X X 0 0 0 FRANK MACARY TRUSTEE 2.00 X 0 0 0 PETER S TWOMBLY TRUSTEE 2.00 X 0 0 0 GERRIT VREELAND TRUSTEE - CH 4.00 X X 0 0 0 PATRICK M DORTON TRUSTEE 2.00 X 0 0 0 JONATHAN S LINEN TRUSTEE 2.00 X 0 0 0 BETH GLYNN TRUSTEE 2.00 X 0 0 0 WILLIAM T TOLLEY TRUSTEE 2.00 X 0 0 0 SARAH A COOK TRUSTEE 2.00 X 0 0 0 EUGENE A PINOVER TRUSTEE 2.00 X 0 0 0 RICHARD TAGER TRUSTEE 2.00 X 0 0 0 CHRISTINE B STONBELY TRUSTEE 2.00 X 0 0 0 WILLIAM ZEKAS CHIEF FINANC 50.00 X 80375 0 5758 LAURA ELDRIDGE DEVELOPMENT 40.00 X 127129 0 8869 EILEEN KELLY-AGUIRRE A HEAD STRAT 40.00 X 113482 0 54301 THOMAS HOLLINGER DEVELOPMENT 40.00 X 101854 0 24721 ROBERT ULLRAM FMR ASSIST H X 110781 0 17856 759916 198987 5 true true false ARAMARK CORPORATION PO BOX 198532 ATLANTA GA 303848532 FOOD SERVICE 1211335 TOWNE & AURELL PO BOX 397 BANTAM CT 06750 EXC CONTRACTOR 145847 TITUS PARK GARAGE POBOX 271 WASHINGTON CT 06794 VEHICLE MAINTEN 105362 3 5133731 3193209 5133731 TUITION AND FEES 611710 14671182 14671182 STUDENT ACTIVITIES 611710 380792 380792 OUTSIDE FACILITY USE 531120 62285 62285 15114259 476478 476478 17893546 13635038 4258508 4258508 4258508 MISCELLANEOUS INCOME 611710 57349 57349 STUDENT LOAN INTEREST 611710 2800 2800 60149 25043125 15112123 62285 4734986 4200498 4200498 387544 226794 160750 5437629 3977817 863751 596061 456230 321833 85845 48552 997679 703780 187725 106174 415372 293011 78157 44204 58291 58291 61639 61639 205286 205286 41606 41606 732051 573446 91341 67264 136646 109317 20497 6832 1333620 1066896 200043 66681 160155 46217 64646 49292 6070 4370 1700 228828 183532 33972 11324 1078094 862475 161714 53905 238306 190645 35746 11915 STUDENT DINING 1129289 1129289 STUDENT ACTIVITIES 236798 236798 ATHLETICS 222799 222799 TRANSPORTATION 149841 119873 22476 7492 637824 316992 237490 83342 18552095 14786382 2610975 1154738 2550936 3389984 2864466 2775562 3981172 6065935 14832 22390 56434 60827 321706 210481 42564358 16171637 26501670 26392721 18968689 20602623 123773 1064154 213365 190329 52905 12530 55649948 60787536 1022582 1475776 2995818 2830123 8795000 8535000 19492 27020 12832892 12867919 X 26067452 29019104 4774519 6967828 11975085 11932685 42817056 47919617 55649948 60787536 6491030 -1388469 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19092462 1017404 3113117 835320 720886 21666777 18445054 328271 1738437 842258 577042 19092462 18815050 1222864 -357660 1147018 88182 18445054 17402080 295092 2897678 1652739 127061 18815050 15514277 291650 2649317 602473 450691 17402080 0.46000 0.54000 false false 632618 632618 36921461 13533508 23387953 1863388 1545865 317523 3146891 1092264 2054627 26392721 23449366 -1388469 -1388469 24837835 205290 205290 25043125 18346805 18346805 205290 205290 18552095 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT FOR FINANCIAL AID, INSTRUCTION, PLANT OPERATIONS, DEBT SERVICE AND GENERAL SCHOOL PURPOSES. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 NEWSPAPER true SCHOLARSHIP AID 183 4200498 BOOK FINANCIAL AID SCHEDULE I, PAGE 1, PART I, LINE 2 INDIVIDUALS AWARDED ASSISTANCE ARE REQUIRED TO MAINTAIN CERTAIN LEVELS OF ACADEMIC PERFORMANCE BASED ON THE SCHOOL'S POLICIES. THE SCHOOL MONITORS THE INDIVIDUALS TO INSURE THAT THEY MEET THOSE STANDARDS. X X X X true true X X X X X true false false false false false false false false PETER WILLEMOES EUSTIS BECKER HEADMASTER 226295 16450 72029 313777 EILEEN KELLY-AGUIRRE A HEAD STRATEGIC PTN 113482 11900 43131 167783 ROBERT ULLRAM FMR ASSIST HEAD BUS 91091 19690 9845 8484 128637 SCHEDULE J, PAGE 1, PART I, LINE 1A THE SCHOOL REIMBURSES THE HEAD OF SCHOOL FOR INCIDENTAL EXPENSES INCURRED IN CONNECTION WITH HIS DUTIES AS HEAD WHICH CONTRIBUTE TO HIS PEAK PERFORMANCE AND IN SUPPORT OF HIS ROLE AS PUBLIC SPOKESMAN, MAJOR GIFT CULTIVATOR, AND SOLICITOR OF THE SCHOOL. PERSONAL RESIDENCE IS PROVIDED AS A MANDATORY CONDITION OF EMPLOYMENT AS HEAD FOR THE CONVENIENCE OF THE SCHOOL AS EMPLOYER SUBJECT TO THE UNDERSTANDING THAT IT WILL BE USED FOR SCHOOL FUNCTIONS. THE WASHINGTON CLUB EXTENDS FREE MEMBERSHIP TO THE HEAD OF THE SCHOOL AND HIS SPOUSE AT NO CHARGE TO THE SCHOOL. THE SCHOOL BEARS THE COST FOR CLEANING ASSISTANCE IN CONNECTION WITH THE USE OF THE HOUSE FOR SCHOOL ENTERTAINMENT, MEETINGS, AND OTHER FUNCTIONS PERSONAL RESIDENCE IS PROVIDED FOR ASSOCIATE HEAD/STRATEGIC PARTNERSHIPS & GLOBAL PROGRAMS FOR THE CONVENIENCE OF THE SCHOOL. SCHEDULE J, PAGE 1, PART I, LINE 4 LAURA ELDRIDGE 36,623 0 0 A STATE OF CONNECTICUT (CHEFA) 060806186 2012-09-28 8855000 REFUND PRIOR ISSUE DATED 5/24/2001 false false false A 320000 8855000 152938 13946 false false true true A false false false false false false false A false true false false false false false false false JESSICA FLETCHER SEE PART V 38986 SEE PART V false SCHEDULE L, PART V PART IV (B) RELATIONSHIP: CHILD OF FORMER OFFICER, ASSISTANT HEAD OF BUSINESS SERVICES. PART IV (D) DESCRIPTION: JESSICA FLETCHER IS EMPLOYED AS AN ACCOUNTS PAYABLE CLERK AND HER FATHER IS THE FORMER ASSISTANT HEAD OF BUSINESS SERVICES. X 3 92519 QUOTED MARKET VALUES X PLEDGES 28 3100690 DISC TO NET PRESENT VALUE false false false FORM 990 - ORGANIZATION'S MISSION IN 1850 FREDERICK GUNN ESTABLISHED A SCHOOL BASED ON THE BELIEF THAT STRENGTH OF CHARACTER WAS THE GOAL OF EDUCATION. TODAY, THE GUNNERY RESTS ON THE FOUR CORNERSTONES OF CHARACTER: SCHOLARSHIP, INTEGRITY, RESPECT AND RESPONSIBILTY. CHARACTER IS FORGED IN A COHESIVE, DIVERSE COMMUNITY INFORMED BY A CHALLENGING COLLEGE PREPARATORY CURRICULUM, A BROAD RANGE OF ATHLETIC, ARTISTIC AND SOCIAL ACTIVITIES AND A FACULTY OF SCHOLARS AND COMMITTED EDUCATORS DEDICATED TO THE INTELLECTUAL AND ETHICAL DEVELOPMENT OF EVERY STUDENT. A GUNNERY GRADUATE IS A BROADLY EDUCATED, SOCIALLY RESPONSIBLE CITIZEN WITH TESTED BELIEFS, STRENGTH OF CHARACTER AND THE COURAGE TO ACT ON CONVICTIONS. FORM 990, PAGE 6, PART VI, LINE 4 THE BY-LAWS WERE UPDATED TO CLARIFY TRUSTEE MEMBERSHIP DEFINITIONS AND TERMS, MEETING DETAILS, COMMITTEE STRUCTURES, OFFICER DEFINITIONS, AND THE CREATION OF A TRUSTEE GENERAL COUNSEL POSITION. THE REVISED BY-LAWS WERE APPROVED AT THE APRIL 2014 BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT IS DISTRIBUTED TO ALL TRUSTEES PRIOR TO FILING WITH TIME FOR THEIR REVIEW AND COMMENTS FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY KEY EMPLOYEES, OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. FORM 990, PAGE 6, PART VI, LINE 15A THE HEAD OF THE SCHOOL'S SALARY WAS DETERMINED BY A BOARD COMPENSATION COMMITTEE. THIS COMMITTEE UTILIZED INPUT FROM AND INDEPENDENT CONSULTANT AND DATA REFLECTING SALARIES FOR HEADS OF SCHOOL AT COMPARABLE SCHOOLS. FORM 990, PAGE 6, PART VI, LINE 15B THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES OF THE SCHOOL ARE SET BY THE HEAD OF THE SCHOOL, UTILIZING DATA REFLECTING SALARIES FOR SIMILAR POSITIONS AT COMPARABLE SCHOOLS, OFTEN IN CONSULTATION WITH THE CHAIRMAN OF THE BOARD OF TRUSTEES AND WITH OUTSIDE CONSULTANTS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.