2014-02-14T13:55:03-06:00 2013-06-30 060666222 Charles Heaven & Co 207-231 Bank St Waterbury CT 06702 990 2012-07-01 060646661 THE GUNNERY INC GUNN 8608687334 99 GREEN HILL ROAD WASHINGTON CT 06793 Robert Ullram 8608687334 2014-02-14 Robert E Sweeney Jr CPA P01215711 2037534101 2012 2015-11-30 17:44:51Z Peter WE Becker 99 Green Hill RD Washington CT 06793 23214937 0 X www.gunnery.org X 1920 CT TO PROVIDE STUDENTS WITH A SECONDARY EDUCATION IN AN ATMOSPHERE CONDUCIVE TO LEARNING AND SOCIAL INTERACTION WITH OTHERS. 22 22 136 0 78115 -115836 4298050 2007662 13447105 13842764 1104236 1633822 47472 46848 18896863 17531096 3138005 3364650 0 0 6250875 7117898 0 0 1163609 7516030 7367600 16904910 17850148 1991953 -319052 56756143 55649948 14052047 12832892 42704096 42817056 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 responsibility. 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. 0 0 13214313 3364650 13811497 THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREP. INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, PROVIDING DORMITORY SERVICES AND A SCHOOL STORE. 13214313 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 84 0 1 136 1 1 1 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X WILLIAM J ZEKAS CFO 8608687334 99 GREEN HILL RD WASHINGTON DEPOT CT 06793 Joan A Noto 4.00 X X 0 0 0 Stephen W Baird 4.00 X X 0 0 0 Richard C Colton Jr 2.00 X 0 0 0 Jonathan M Estreich 2.00 X 0 0 0 Gretchen H Farmer 2.00 X 0 0 0 Dick Ebersol 2.00 X 0 0 0 David N Hoadley 2.00 X 0 0 0 David E Kaplan 2.00 X X 0 0 0 James R Gallop 2.00 X 0 0 0 Kirsten Peckerman 2.00 X 0 0 0 Jay B Sheehy 2.00 X X 0 0 0 Peter B Slone 2.00 X X 0 0 0 Frank Macary 2.00 X 0 0 0 Peter S Twombly 2.00 X 0 0 0 Gerrit Vreeland 2.00 X 0 0 0 Patrick M Dorton 2.00 X 0 0 0 Sarah A Cook 2.00 X 0 0 0 John M Greenwood 2.00 X 0 0 0 Eugene A Pinover 2.00 X 0 0 0 Richard Tager 2.00 X 0 0 0 Christine B Stonbely 2.00 X 0 0 0 Brandon J Dufour 2.00 X 0 0 0 Susan Graham 50.00 X 205180 0 74021 Robert Ullram 50.00 X 222792 0 28944 Peter WE Becker 50.00 X 119685 0 47607 Eileen Kelly-Aguirre 50.00 X 110941 0 60298 Laura Eldridge 50.00 X 122668 0 9301 Brian J Daniels 50.00 X 119208 0 44492 900474 0 264663 6 0 1 0 Fortunato Construction Group Inc PO Box 7294 Kensington CT 060377294 Bldg Contractor 1535351 Aramark Corporation PO Box 198532 Atlanta GA 303848532 Food Service 1343085 Shipman & Goodwin LLP 1 Constitution Plaza Hartford CT 061031919 Counselors at Law 412385 Marandola Fuel Service LLC PO Box 867 New Milford CT 06776 Fuel Oil 381879 American Express Corp Card PO Box 1270 Newark NJ 071011270 Credit Card Sevices 213722 9 2007662 363975 2007662 TUITION AND FEES 611710 13410658 13410658 STUDENT ACTIVITIES 611710 353991 353991 OUTSIDE FACILITY USE 531120 78115 78115 13842764 650971 650971 6666692 5683841 982851 982851 982851 MISCELLANEOUS INCOME 611710 40680 40680 STUDENT LOAN INTEREST 611710 6168 6168 46848 17531096 13811497 78115 1633822 3364650 3364650 5427898 3640692 1230871 556335 465266 312071 105507 47688 840094 563482 190506 86106 384640 257992 87224 39424 124751 124751 46633 46633 83425 31847 51578 527757 240466 282848 4443 1174161 704497 352248 117416 103038 76056 4103 22879 52101 11568 2132 38401 335806 335806 1034597 1034597 STUDENT DINING 1123103 1123103 OUTSIDE SERVICES 432689 259613 129807 43269 LOSS ON REFINANCING 420867 420867 STUDENT ACTIVITIES 400315 400315 1508357 1193364 107345 207648 17850148 13214313 3472226 1163609 2876869 2550936 2651691 2864466 4819038 3981172 21200 16509 41424 56434 180519 321706 41618248 15116578 25218783 26501670 16211125 18968689 2233929 123773 213365 2501565 51228 56756143 55649948 1319088 1022582 3168891 2995818 9529728 8795000 34340 19492 14052047 12832892 X 24516209 26067452 6429608 4774519 11758279 11975085 42704096 42817056 56756143 55649948 -319052 73634 358378 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18445054 328271 1738437 842258 577042 19092462 18815050 1222864 -357660 1147018 88182 18445054 17402080 295092 2897678 1652739 127061 18815050 15514277 291650 2649317 602473 450691 17402080 19104784 1423305 -3277912 814208 921692 15514277 0.39000 0.61000 0 0 632618 632618 36842871 12728679 24114192 1863388 1434919 428469 2279371 952980 1326391 26501670 17604730 73634 73634 17531096 0 17531096 17850148 0 17850148 0 17850148 Description of Intended Use of Endowment Funds: Part V, Line 4: Endowment funds will be used to provide support for financial aid, instruction, plant operations, debt service, and general school purposes. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 NEWSPAPER 1 Financial Aid 140 3364650 School's Tuition and Fees Schedule Financial Aid Part 1,line 2, Part III, column (b) 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 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Susan Graham 155558 0 0 0 49622 0 15575 0 58446 0 279201 0 0 0 Robert Ullram 190481 0 0 0 32311 0 22043 0 6901 0 251736 0 0 0 Peter WE Becker 119685 0 0 0 0 0 8225 0 39382 0 167292 0 0 0 Eileen Kelly-Aguirre 110941 0 0 0 0 0 11700 0 48598 0 171239 0 0 0 Brian J Daniels 91025 0 0 0 28183 0 19550 0 24942 0 163700 0 0 0 Part I, Line 1a The Gunnery reimburses the Head of School for incidental expenses incurred in connection with (her/his) duties as Head which contribute to (her/his) peak performance and in support of (her/his) roles as a public spokesperson, major gift cultivator, and solicitor of the School. Personal residence is provided as a mandatory condition of employment as Head and 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 club membership to all Gunnery Heads of School and Heads' spouses at no charge to the Gunnery. The school bears the cost for cleaning assitance in connection with the use of the house for school entertainment, meetings, and other functions. Personal residence is provided for the Assistant Head/Dean of Faculty for the convenience of the school. Supplemental Information Part III Part I 4(b) The School contributed $2,638 to Robert Ullram's deferred compensation plan. A State of Connecticut Health and Educational Facilities Authority 060806186 Notapplic 2012-09-28 8855000 Refund prior issue dated 5/24/2001 0 0 0 A 60000 8855000 152938 13946 1 0 1 1 A 0 1 0 0 0 0 0 0 0 James Graham Spouse of Head Mistress 50259 Employed as Major Gifts Officer 0 Jessica Fletcher Child of Assistant Head - Business & Services 25032 Employed as Accounts Payable Clerk 0 X 12 223975 Quoted Market X Pledges 2 140000 Fair value at date of gift 0 0 0 Form 990, Part VI, Section B, line 11 A draft is distributed to all Trustees prior to filing with time for their review and comments. Form 990, Part VI, Section B, line 12c Annually key employees, officers, and directors are required to complete a conflict of interest form. Form 990, Part VI, Section B, line 15a The Head of the School's salary was determined by a Board Compensation Committee. This Committee utilized input from an independent consultant and data reflecting salaries for Heads of School at comparable schools. The Salaries of other 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. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are made available upon request.