2015-05-15T07:55:52-05:00 2014-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-07-01 060653119 THE LOOMIS INSTITUTE D/B/A THE LOOMIS CHAFFEE SCHOOL LOOM 8606876000 BATCHELDER ROAD WINDSOR CT 06095 RICHARD ESPOSITO CFO 8606876000 2015-05-14 1 ELIZABETH SOLECKI P00235171 8605614000 2013 2016-04-25 22:37:26Z RICHARD ESPOSITO BATCHELDER ROAD WINDSOR CT 06095 139227837 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. 26 25 399 544 318871 0 22077744 13595503 30504374 31908410 -9658906 5006952 378433 436847 43301645 50947712 6867696 7132003 0 0 20543146 21346563 0 0 3639300 17581520 18825856 44992362 47304422 -1690717 3643290 297347196 321203488 74678256 86308143 222668940 234895345 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 40208222 7132003 31908410 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. 40208222 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 0 1 0 0 0 0 1 1 0 0 0 1 109 0 1 399 1 1 1 1 BD CJ 0 0 0 0 0 0 0 0 X 26 25 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 367474 0 133341 JOEL B ALVORD TRUSTEE 1.00 X 0 0 0 JOHN M BUSSEL TRUSTEE 1.00 X 0 0 0 ANDREW M CARTER TRUSTEE 1.00 X 0 0 0 PAULINE W CHEN TRUSTEE 1.00 X 0 0 0 NANCY W COLLINS TRUSTEE 1.00 X 0 0 0 BRUCE ALEXANDER TRUSTEE 1.00 X 0 0 0 KRISTEN DELAMATER 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 KIMBERLY R KRAVIS 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 STEPHEN E PAUL TRUSTEE 1.00 X 0 0 0 DANG T PHAN TRUSTEE 1.00 X 0 0 0 ELIZABETH RICHMOND SCHULMAN 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 PETER M SEIGLE 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 WILLIAM R LOOMIS TRUSTEE 1.00 X 0 0 0 JOHNNY MAGWOOD TRUSTEE 1.00 X 0 0 0 DAVID A ROGAN TRUSTEE 1.00 X 0 0 0 AMY EDWARDS SPARKS TRUSTEE 1.00 X 0 0 0 RICHARD ESPOSITO CHIEF FINANCIAL OFFICER 40.00 X 214838 0 102218 NATHAN FOLLANSBEE DIRECTOR OF EXTERNAL AFFAIRS 40.00 X 212010 0 42719 AARON HESS ASST HEAD OF SCHOOL 40.00 X 159764 0 37814 TIMOTHY STRUTHERS DIRECTOR OF DEVELOPMENT 40.00 X 154998 0 79461 ERBY MITCHELL DIRECTOR OF ADMISSIONS 40.00 X 140790 0 57403 EDWARD PARSONS DEAN OF FACULTY 40.00 X 120180 0 116648 1370054 0 569604 13 0 1 0 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 CONSULTING SERVICES 146735 RICHARD BREEN PAINTING 479 PLEASANT VALLEY ROAD SOUTH WINDSOR CT 06074 PAINTING SERVICES 135331 OZGLO CLEARING COMPANY LLC 6 PINNEY ROAD BLOOMFIELD CT 06002 CLEANING SERVICES 113056 GAGNON ELECTRICAL CONTRACTING LLC 3287 BERLIN TPKE NEWINGTON CT 06111 ELECTRICAL SERVICES 103717 4 13595503 1382693 13595503 TUITION AND FEES 611110 31725829 31725829 STUDENT ACTIVITIES 611110 182581 182581 31908410 2969360 11444 2957916 89805513 87767921 2037592 2037592 24696 2012896 666320 512204 154116 154116 SUMMER PROGRAMS 611110 203264 203264 FACILITY RENTAL 611110 75038 75038 ICE RINK 611110 4429 4429 282731 50947712 31908410 318871 5124928 7132003 7132003 815778 499971 315807 15171563 13044065 518928 1608570 4252942 4009640 18102 225200 1106280 925994 57230 123056 93566 93566 62373 62373 107977 75584 22675 9718 4040403 2828282 848485 363636 3083350 3083350 4015336 3372882 642454 510384 510384 FOOD SERVICES 2129814 2129814 GENERAL ADMINISTRATIVE 1268938 888257 266477 114204 DEVELOPMENT 1151879 1151879 STUDENT SERVICES 743482 743482 1618354 1474898 100419 43037 47304422 40208222 3456900 3639300 1360709 4229857 12864473 14591115 1243162 10998747 170215 222153 220630 271388 158251991 58803371 91630409 99448620 188776182 190424141 1081416 1017467 297347196 321203488 3613580 5584414 3896321 15545255 66301426 64317717 866929 860757 74678256 86308143 X 106589167 113157994 40456456 42314797 75623317 79422554 222668940 234895345 297347196 321203488 X 3643290 8502306 80809 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174593365 6154786 13468562 3021990 7156902 184037821 175769441 7776705 -273537 3007153 5672091 174593365 199241506 3088970 -16339148 3083799 7138088 175769441 181962102 3826711 25170324 2913106 8804525 199241506 162646399 3333047 23834857 2354022 5498179 181962102 0.41000 0.42000 0.17000 0 0 437687 437687 128170292 46072441 82097851 11304358 8109591 3194767 18339654 4621339 13718315 99448620 LIQUID CAPITAL 18168653 F INFLATION HEDGING 8386046 F GLOBAL EQUITY 29052728 F FLEXIBLE CAPITAL 63464908 F PRIVATE EQUITY 23314978 F FIXED INCOME 11000 F REAL ESTATE 349000 F SHORT-TERM INVESTMENTS 8347179 F SPLIT-INTEREST AGREEMENTS 969343 F ABSOLUTE RETURN 38360306 F 190424141 ANNUITY PAYABLE 538224 AGENCY FUNDS 63664 ASSET RETIREMENT OBLIGATION 258869 860757 51821080 8502306 -8141142 361164 51459916 -512204 -512204 50947712 39594675 512204 512204 39082471 8221951 8221951 47304422 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: FINANCIAL AID -8,221,943. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 80,802. ROUNDING -1. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD -512,204. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COGS 512,204. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 8,221,943. ROUNDING 8. 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 NORTH AMERICA 0 0 PROGRAM SERVICES ADMISSIONS 1735 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING/PROGRAM SERVICES FUNDRAISING/ADMISSIONS 18180 SOUTH ASIA 0 0 FUNDRAISING/PROGRAM SERVICES FUNDRAISING/ADMISSIONS 44343 EUROPE 0 0 FUNDRAISING 8380 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES ADMISSIONS 11644 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 55934158 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES ADMISSIONS 7036 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ADMISSIONS 17980 0 0 0 0 0 0 56043456 0 56043456 1 0 1 1 1 0 1 FINANCIAL AID 195 7132003 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 367474 0 0 0 0 0 98000 0 35341 0 500815 0 0 0 RICHARD ESPOSITO CHIEF FINANCIAL OFFICER 214838 0 0 0 0 0 22176 0 80042 0 317056 0 0 0 NATHAN FOLLANSBEE DIRECTOR OF EXTERNAL AFFAIRS 212010 0 0 0 0 0 21432 0 21287 0 254729 0 0 0 AARON HESS ASST HEAD OF SCHOOL 159764 0 0 0 0 0 17666 0 20148 0 197578 0 0 0 TIMOTHY STRUTHERS DIRECTOR OF DEVELOPMENT 154998 0 0 0 0 0 16710 0 62751 0 234459 0 0 0 ERBY MITCHELL DIRECTOR OF ADMISSIONS 140790 0 0 0 0 0 14625 0 42778 0 198193 0 0 0 EDWARD PARSONS DEAN OF FACULTY 120180 0 0 0 0 0 13195 0 103453 0 236828 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 X 87 1382693 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 80,802. ROUNDING 7. ADC CORPORATION 4 BATCHELDER ROAD WINDSOR CT 06095 060986152 REAL ESTATE RENTAL CT C 19230 406220 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0