WINSOR SCHOOL INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WINSOR SCHOOL INC (EIN 04-2105842)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-12
IRS object ID: 201431329349301103
Schema version: 2012v2.1
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 G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-12T08:21:24-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	263753134	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ TOFIAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 BOYLSTON STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02116	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042105842	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE WINSOR SCHOOL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WINS	NameControl
Phone	6177359500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	103 PILGRIM ROAD	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RICHARD S BERNASCO	Name
Title	CHIEF FINANCIAL OFFICER	Title
Phone	6177359500	Phone
Date Signed	2014-05-07	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH M GISO	Name
PTIN	P00030126	PTIN
Phone	6177610600	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	RACHEL F STETTLER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	103 PILGRIM ROAD	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	37073769	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.WINSOR.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1908	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	THE WINSOR SCHOOL PROVIDES COLLEGE PREPARATORY INSTRUCTION TO GIRLS IN GRADES FIVE THROUGH TWELVE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	30	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	29	NbrIndependentVotingMembers
Total Nbr Employees	195	TotalNbrEmployees
Total Nbr Volunteers	275	TotalNbrVolunteers
Total Gross UBI	24528	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	6980837	ContributionsGrantsPriorYear
Contributions Grants Current Year	12552447	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	15947516	ProgramServiceRevenuePriorYear
Program Service Revenue CY	16653857	ProgramServiceRevenueCY
Investment Income Prior Year	3060230	InvestmentIncomePriorYear
Investment Income Current Year	3041868	InvestmentIncomeCurrentYear
Other Revenue Prior Year	374920	OtherRevenuePriorYear
Other Revenue Current Year	133607	OtherRevenueCurrentYear
Total Revenue Prior Year	26363503	TotalRevenuePriorYear
Total Revenue Current Year	32381779	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2623202	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2859438	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	11932061	SalariesEtcPriorYear
Salaries Etc Current Year	12528436	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	73655	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	75114	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2232083	TotalFundrsngExpCurrentYear
Other Expense Prior Year	6137582	OtherExpensePriorYear
Other Expenses Current Year	5681301	OtherExpensesCurrentYear
Total Expenses Prior Year	20766500	TotalExpensesPriorYear
Total Expenses Current Year	21144289	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	5597003	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	11237490	RevenuesLessExpensesCY
Total Assets BOY	92853581	TotalAssetsBOY
Total Assets EOY	112399628	TotalAssetsEOY
Total Liabilities BOY	3134774	TotalLiabilitiesBOY
Total Liabilities EOY	6112333	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	89718807	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	106287295	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE WINSOR SCHOOL IS DEDICATED TO DEVELOPING THE INDIVIDUAL TALENTS OF ACADEMICALLY PROMISING AND MOTIVATED GIRLS IN GRADES FIVE THROUGH TWELVE.ITS RIGOROUS ACADEMIC CURRICULUM IS COMPLEMENTED BY STRONG OFFERINGS IN THE ARTS AND PHYSICAL EDUCATION. THE SCHOOL HELPS STUDENTS BUILD A FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFELONG BASE FOR INDEPENDENT THINKING, PROBLEM SOLVING, CREATIVITY, AND WISE DECISION-MAKING.WINSOR STUDENTS ARE EXPECTED TO PURSUE ACADEMIC AND PERSONAL EXCELLENCE AND TO SHOW CONCERN AND RESPECT FOR OTHERS, FOR THE COMMUNITY OF THE SCHOOL, AND FOR THE WORLD IN WHICH THEY LIVE. THEY ARE ENCOURAGED BY A DEDICATED AND CARING FACULTY TO DEVELOP CONFIDENCE IN ALL AREAS OF STUDY, TO EXPRESS THEMSELVES EFFECTIVELY, TO BECOME LEADERS, AND TO FACE CHALLENGES WITH COURAGE AND INTEGRITY.COMMITTED TO DIVERSITY IN ITS STUDENT BODY AND FACULTY AND TO AN INCLUSIVE CURRICULUM, THE SCHOOL FOSTERS AN APPRECIATION OF INDIVIDUAL AND CULTURAL DIFFERENCES.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	13727389	Expense
Revenue	16787464	Revenue
Description	THE WINSOR SCHOOL OFFERS A RICH AND CHALLENGING CURRICULUM TO ACADEMICALLY MOTIVATED GIRLS IN GRADES 5-12. WINSOR DEFINES CURRICULUM AS THE TOTAL CLASSROOM LEARNING EXPERIENCE FOR ALL STUDENTS. OUR CURRICULAR PHILOSOPHY IS BASED ON OUR UNDERSTANDINGS ABOUT STUDENT LEARNING, THE PEDAGOGIES WE PRACTICE IN RESPONSE TO THESE UNDERSTANDINGS, THE WAYS WE ASSESS LEARNING, AND THE QUALITIES OF CHARACTER WE ENCOURAGE OUR STUDENTS TO DEVELOP - AS WELL AS THE SKILLS AND CONTENT MORE COMMONLY ASSOCIATED WITH "CURRICULUM." OUR CURRICULUM IS A DESIGNED CONTINUUM OF DEVELOPMENTALLY APPROPRIATE LEARNING EXPERIENCES ACROSS DEPARTMENTS. WINSOR FACULTY KNOWS AND UNDERSTANDS THE CURRICULUM AND TAKES RESPONSIBILITY FOR TEACHING IT. THE FOLLOWING FOUR PRINCIPLES ESTABLISH A BASIS FOR THE DESIGN OF THE WINSOR SCHOOL'S CURRICULUM FOR THE EARLY 21ST CENTURY.CONNECTED CURRICULUMTHE WINSOR SCHOOL BELIEVES THAT STUDENTS LEARN BEST WHEN THEIR IDEAS, SKILLS, AND EXPERIENCES ARE REINFORCED ACROSS THE DISCIPLINES AND THROUGH THE GRADE LEVELS IN A CONNECTED CURRICULUM. TEACHERS PLAN COURSES THAT ESTABLISH CONNECTIONS FOR STUDENTS BETWEEN SUBJECTS AND TO THEIR OWN EXPERIENCE; THESE COURSES BUILD ON STUDENTS' PRIOR LEARNING AND SET THE GROUNDWORK FOR THEIR FUTURE LEARNING. TEACHERS AT EACH GRADE LEVEL KNOW ONE ANOTHER'S CURRICULUM AND INCORPORATE CONTENT AND SKILL CONNECTIONS BETWEEN DISCIPLINES WHEN POSSIBLE. CONNECTED TEACHING AND LEARNING ARE INTEGRATED INTO A STUDENT'S ENTIRE WINSOR EXPERIENCE.A CONNECTED CURRICULUM MAY INCLUDE GRADE LEVEL WORK AROUND THEMES, TEACHING THAT ADDRESSES SHARED ESSENTIAL QUESTIONS, OR INTERDISCIPLINARY TEACHING, WHICH WE DEFINE AS A DESIGNED CONNECTION BETWEEN THEMES AND TOPICS IN MORE THAN ONE SUBJECT IN THE SAME YEAR.SKILLSTHE WINSOR SCHOOL BELIEVES THAT SKILLS - THE LEARNED PROCESSES AND STRATEGIES NEEDED TO ACCOMPLISH A TASK - ARE AN ESSENTIAL PART OF OUR CONNECTED CURRICULUM AND SHOULD BE TAUGHT EXPLICITLY. SKILLS ARE INTEGRATED INTO THE CURRICULUM IN A SPIRALING MODEL, WHERE THEY ADVANCE SEQUENTIALLY IN A COORDINATED FASHION ACROSS DEPARTMENTS FROM YEAR TO YEAR. STUDENTS DEMONSTRATE THEIR SKILL COMPETENCIES AT DEVELOPMENTALLY APPROPRIATE POINTS THROUGHOUT THE EIGHT-YEAR PROGRAM.OUR UNDERSTANDINGS OF HOW STUDENTS LEARN, INCLUDING RESEARCH ON LEARNING STYLES, MANDATE THAT TEACHERS IN EVERY COURSE OFFER STUDENTS SEVERAL WAYS TO UNDERSTAND, ACQUIRE, AND ORGANIZE NEW KNOWLEDGE. USING SKILLS IN MULTIPLE DISCIPLINES REINFORCES STUDENTS' PRIOR LEARNING AND ALLOWS THEM TO ACCESS AND EXPRESS THEIR OWN UNDERSTANDING. TEACHERS DEMONSTRATE, TEACH AND ASSESS SKILLS. THE SKILLS THAT STUDENTS ACQUIRE AT WINSOR SERVE AS TOOLS FOR LIFE-LONG LEARNING.PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITYTHE WINSOR SCHOOL BELIEVES THAT A CRITICAL ASPECT OF ACADEMIC EXCELLENCE IS PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITY. THE PRINCIPLES OF DIVERSITY ARTICULATE THE SCHOOL'S COMMITMENT TO "FOSTER A GLOBAL CONSCIOUSNESS" AND TO MAINTAIN "AN ACADEMIC AND SOCIAL ENVIRONMENT WHERE ALL STUDENTS DEVELOP CONFIDENCE, VALUES, KNOWLEDGE, AND LIFE SKILLS THEY NEED TO THRIVE WITHIN WINSOR AND THE GLOBAL COMMUNITY."AS A DIVERSE COMMUNITY OF TEACHERS AND LEARNERS, WE BELIEVE IT IS IMPORTANT FOR EACH STUDENT TO SEE HERSELF AS ROOTED IN HER INDIVIDUAL CULTURE. WE ALSO BELIEVE THAT IT IS VITAL FOR WINSOR STUDENTS TO UNDERSTAND THE RICH, DYNAMIC CROSS-CULTURAL FORCES WHICH SHAPE OUR COUNTRY AND THE CONTEMPORARY WORLD. THEREFORE, WE TEACH THE WESTERN EXPERIENCE WITHIN THE BROAD CONTEXT OF GLOBAL INTERACTIONS AND ENCOUNTERS. COURSE OFFERINGS IN VARIOUS DISCIPLINES ENABLE STUDENTS TO BECOME FAMILIAR WITH A MULTIPLICITY OF POLITICAL, SOCIAL AND ECONOMIC SYSTEMS, RELIGIOUS AND ETHICAL BELIEFS, AND MODES OF ARTISTIC EXPRESSION. OUR CURRICULUM ALSO INFORMS STUDENTS ABOUT THE NATURAL ENVIRONMENT AND THE USE AND DISTRIBUTION OF OUR PLANET'S FINITE RESOURCES. IT ACTIVELY CHALLENGES STEREOTYPICAL THINKING AND FOSTERS EMPATHIC UNDERSTANDING - THE ABILITY TO SEE AND FEEL WHAT OTHERS SEE AND FEEL.THE WINSOR CURRICULUM ENCOURAGES STUDENTS TO DEVELOP A SENSE OF RESPONSIBILITY FOR THE LOCAL, NATIONAL, AND INTERNATIONAL COMMUNITY IN WHICH THEY LIVE. IT INSTILLS A HABIT OF THINKING BEYOND ONE'S IMMEDIATE SELF-INTEREST AND OF EVALUATING A COURSE OF ACTION IN THE LIGHT OF ITS IMPACT ON THE WELL-BEING OF OTHER PEOPLE AND THE NATURAL ENVIRONMENT. IT LEADS STUDENTS TO "A RECOGNITION OF THE FUNDAMENTAL INTERDEPENDENCE OF ALL PEOPLE."INDEPENDENT THINKING AND LEARNINGTHE WINSOR SCHOOL BELIEVES THAT STUDENTS SHOULD BE TAUGHT TO THINK AND LEARN INDEPENDENTLY IN ORDER TO GAIN THE COMPETENCE AND CONFIDENCE NECESSARY TO BE LIFE-LONG LEARNERS AND STRONG, COURAGEOUS WOMEN. THE WINSOR CURRICULUM GUIDES STUDENTS TOWARD INDEPENDENCE THROUGH AGE-APPROPRIATE EXPERIENCES THAT LEAD THEM TO TAKE INCREASING RESPONSIBILITY FOR THEIR OWN LEARNING.WINSOR FACULTY ARE COMMITTED TO TEACHING STUDENTS THE SKILLS THAT ARE ESSENTIAL TO IDENTIFYING PROBLEMS AND TO DISCOVERING CREATIVE, INFORMED SOLUTIONS TO THEM. THEY TEACH STUDENTS THE SKILLS NEEDED TO STRUCTURE THEIR LEARNING THROUGHOUT THEIR LIVES. STUDENTS LEARN TO DEVELOP A PROCESS FOR DISCOVERY, KNOWING THAT THE PATH ISN'T ALWAYS DIRECT. OUR CURRICULUM TEACHES STUDENTS TO QUESTION EXISTING NORMS AND TO THINK FROM ANOTHER'S PERSPECTIVE; IT PROVIDES THEM WITH OPPORTUNITIES TO APPLY EXISTING KNOWLEDGE AND TOOLS TO UNFAMILIAR PROBLEMS AND TO REACT EFFECTIVELY IN NOVEL SITUATIONS.STUDENTS LEARN WHEN TO SEEK GUIDANCE, THE VALUE OF COLLABORATION, AND HOW TO BE OPEN TO CONSTRUCTIVE CRITICISM. WE BELIEVE THAT A STUDENT WHO TAKES RESPONSIBILITY FOR STRUCTURING AND ASSESSING HER OWN LEARNING IS LIKELY TO HAVE A DEEPER UNDERSTANDING OF WHAT SHE HAS LEARNED AND A - "FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFE-LONG BASIS FOR INDEPENDENT THINKING."	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	2859438	Expense
Grants	2859438	Grants
Description	PROVIDE STUDENT AID IN THE FORM OF SCHOLARSHIPS FOR QUALIFYING STUDENTS. IT IS WINSOR'S PHILOSOPHY TO KEEP THE SCHOOL WITHIN REACH OF MANY GIRLS. HAVING TALENTED STUDENTS FROM DIVERSE SOCIOECONCOMIC BACKGROUNDS STRENGTHENS WINSOR IN EVERY WAY. THE COST OF AN INDEPENDENT SCHOOL EDUCATION CAN SEEM DAUNTING. A WINSOR EDUCATION IS NO EXCEPTION; IT IS A MAJOR INVESTMENT IN A GIRL'S FUTURE. WINSOR CURRENTLY AWARDS MORE THAN $2 MILLION A YEAR THROUGH ITS TUITION ASSISTANCE PROGRAM. INDIVIDUAL AWARDS RANGE FROM $1,000 TO FULL TUITION.MORE THAN 20 PERCENT OF THE STUDENT BODY RECEIVES AID. THE SCHOOL AWARDS PARTIAL AND FULL FINANCIAL GRANTS TO DESERVING STUDENTS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	16586827	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	46	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	195	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	30	NbrVotingGoverningBodyMembers
Number Independent Voting Members	29	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	0	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	RICHARD S BERNASCO CFO	NamePerson
Telephone Number	6177359500	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	103 PILGRIM ROAD	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
LINDA H THOMAS
PRESIDENT	5.00	X	X	0	0	0
ANNE SWINTON RUGGLES
VICE PRESIDENT	5.00	X	X	0	0	0
WILLIAM R ELFERS
TREASURER	5.00	X	X	0	0	0
BRIDGITT B EVANS
ASSISTANT TREASURER	5.00	X	X	0	0	0
JOHN M WESTCOTT JR
CLERK	5.00	X	X	0	0	0
NANCY B GARDINER
ASSISTANT CLERK	5.00	X	X	0	0	0
DAVID BELLUCK
TRUSTEE	2.00	X		0	0	0
KERRY P BRENNAN
TRUSTEE	2.00	X		0	0	0
SEAN COLLINS
TRUSTEE	2.00	X		0	0	0
SUZANNE K DALEY
TRUSTEE	2.00	X		0	0	0
JOHN R EGAN
TRUSTEE	2.00	X		0	0	0
BART EPKER
TRUSTEE	2.00	X		0	0	0
DAVIS FULKERSON
TRUSTEE	2.00	X		0	0	0
MICHAEL S GORDON
TRUSTEE	2.00	X		0	0	0
PAMELA SMITH HENRIKSON
TRUSTEE	2.00	X		0	0	0
JEAN M HYNES
TRUSTEE	2.00	X		0	0	0
EMILIE KAULBACH KENDALL
TRUSTEE	2.00	X		0	0	0
KIMBERLY HEALD KRAWSHUK
TRUSTEE	2.00	X		0	0	0
ELIZABETH LEMPRES
TRUSTEE	2.00	X		0	0	0
JOSEPH J O'DONNELL
TRUSTEE	2.00	X		0	0	0
ALLISON KANEB PELLEGRINO
TRUSTEE	2.00	X		0	0	0
JEREMY SCLAR
TRUSTEE	2.00	X		0	0	0
KIMBERLY STANFIELD
TRUSTEE	2.00	X		0	0	0
PANKAJ TANDON
TRUSTEE	2.00	X		0	0	0
SUSANNAH B TOBIN
TRUSTEE	2.00	X		0	0	0
PERRY M TRAQUINA
TRUSTEE	2.00	X		0	0	0
JORDON WARSHAW
TRUSTEE	2.00	X		0	0	0
KENT WELDON
TRUSTEE	2.00	X		0	0	0
EMILY LUBIN WOODS
TRUSTEE	2.00	X		0	0	0
RACHEL F STETTLER
HEAD OF SCHOOL	50.00	X	X	427916	0	39220
RICHARD S BERNASCO
CHIEF FINANCIAL OFFICER	40.00		X	191030	0	36139
NANCY SKINNER
CHIEF ADVANCEMENT OFFICER	40.00		X	217874	0	22536
JENNIFER CICCARELLI
ASSISTANT DIRECTOR	40.00			148691	0	7428	X
PAMELA MCLAURIN
DIR. OF ADMISSIONS & FIN. AID	40.00			102902	0	33925	X
KAREN GEROMINI
DIR. OF ATHLETICS	40.00			116010	0	16217	X
KENNETH WONOSKI
DIRECTOR OF BUILDINGS	40.00			128854	0	15489	X
KATHERINE COLE
ADVISOR, ADVANCEMENT OFFICE	40.00			126777	0	24559	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1460054	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	195513	TotalOtherCompensation
Number Individuals GT100 K	9	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
WILLIAM RAWN ASSOCIATES
10 POST OFFICE SQUARE	BOSTON	MA	02109	ARCHITECTS	1947604
CHARTWELLS COMPASS GROUP USA
PO BOX 97337	CHICAGO	IL	60693	FOOD SERVICES	590199
WHALLEY COMPUTER ASSOCIATES INC
1 WHALLEY WAY	SOUTHWICK	MA	01077	COMPUTER SERVICES	157453
FIRST STUDENT INC
15 YORK AVE	RANDOLPH	MA	02368	BUS SERVICES	144556
CHARLES TRANSPORTATION
3 CRANBERRY CIRCLE	MIDDLEBOROUGH	MA	02346	TRANSPORTATION SERVICES	139811

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	6	NumberOfContractorsGT100K
All Other Contributions	12552447	AllOtherContributions
Noncash Contributions	187960	NoncashContributions
Total Contributions	12552447	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	TUITION AND FEES	Description
Business Code	611110	BusinessCode
Total Revenue Column	16653857	TotalRevenueColumn
Related Or Exempt Function Income	16653857	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	16653857	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1233798	TotalRevenueColumn
Unrelated Business Revenue	24528	UnrelatedBusinessRevenue
Exclusion	$1,209,270	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	141303	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	100871	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	40432	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	40432	TotalRevenueColumn
Related Or Exempt Function Income	40432	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	6399189	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	4461358	Securities
Other	129761	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1937831	Securities
Other	-129761	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1808070	TotalRevenueColumn
Exclusion	$1,808,070	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER REVENUE	Description
Business Code	611110	BusinessCode
Total Revenue Column	93175	TotalRevenueColumn
Related Or Exempt Function Income	93175	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	93175	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	32381779	TotalRevenueColumn
Related Or Exempt Function Income	16787464	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	24528	UnrelatedBusinessRevenue
Exclusion	$3,017,340	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	2859438	Total
Program Services	2859438	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	962015	Total
Program Services	476074	ProgramServices
Management And General	235501	ManagementAndGeneral
Fundraising	250440	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	9379846	Total
Program Services	7542151	ProgramServices
Management And General	730041	ManagementAndGeneral
Fundraising	1107654	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	631119	Total
Program Services	500992	ProgramServices
Management And General	59598	ManagementAndGeneral
Fundraising	70529	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	833405	Total
Program Services	535595	ProgramServices
Management And General	206309	ManagementAndGeneral
Fundraising	91501	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	722051	Total
Program Services	581467	ProgramServices
Management And General	55848	ManagementAndGeneral
Fundraising	84736	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	35158	Total
Management And General	35158	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	95520	Total
Management And General	95520	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	75114	Total
Fundraising	75114	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	367868	Total
Management And General	367868	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	445834	Total
Program Services	282541	ProgramServices
Management And General	18032	ManagementAndGeneral
Fundraising	145261	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	264503	Total
Program Services	264503	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	116139	Total
Program Services	77091	ProgramServices
Management And General	11060	ManagementAndGeneral
Fundraising	27988	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	69097	Total
Program Services	30103	ProgramServices
Management And General	32013	ManagementAndGeneral
Fundraising	6981	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1045087	Total
Program Services	1045087	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	130678	Total
Management And General	130678	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
FOOD SERVICES	749802	622610	19477	107715
TRANSPORTATION	357024	357024
SUPPLIES	332294	286269	18914	27111
REPAIRS & MAINTENANCE	221061	220909		152

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1451236	Total
Program Services	904973	ProgramServices
Management And General	309362	ManagementAndGeneral
Fundraising	236901	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	21144289	Total
Program Services	16586827	ProgramServices
Management And General	2325379	ManagementAndGeneral
Fundraising	2232083	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	8008701	BOY
EOY	17821531	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	412443	BOY
EOY	256307	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	32220	BOY
EOY	75112	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	82342	BOY
EOY	62083	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	927456	BOY
EOY	1108923	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	42945826	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	14618788	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	24724916	BOY
EOY	28327038	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	15034264	BOY
EOY	14846150	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	43631239	BOY
EOY	49685389	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	217095	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	92853581	BOY
EOY	112399628	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1851159	BOY
EOY	4298362	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	512531	BOY
EOY	594170	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	771084	BOY
EOY	1219801	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3134774	BOY
EOY	6112333	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	50387255	BOY
EOY	62820767	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	15221107	BOY
EOY	19246123	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	24110445	BOY
EOY	24220405	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	89718807	BOY
EOY	106287295	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	92853581	BOY
EOY	112399628	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	11237490	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	5330998	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	58363465	BeginningOfYearBalance
Investment Earnings Or Losses	8134759	InvestmentEarningsOrLosses
Other Expenditures	2279592	OtherExpenditures
End Of Year Balance	64218632	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	61522884	BeginningOfYearBalance
Investment Earnings Or Losses	-781643	InvestmentEarningsOrLosses
Other Expenditures	2377776	OtherExpenditures
End Of Year Balance	58363465	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	54042880	BeginningOfYearBalance
Contributions	1628880	Contributions
Investment Earnings Or Losses	8443596	InvestmentEarningsOrLosses
Other Expenditures	2592472	OtherExpenditures
End Of Year Balance	61522884	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	47161674	BeginningOfYearBalance
Contributions	2397804	Contributions
Investment Earnings Or Losses	6420434	InvestmentEarningsOrLosses
Other Expenditures	1937032	OtherExpenditures
End Of Year Balance	54042880	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	55797756	BeginningOfYearBalance
Contributions	1631151	Contributions
Investment Earnings Or Losses	-8456594	InvestmentEarningsOrLosses
Other Expenditures	1810639	OtherExpenditures
End Of Year Balance	47161674	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.33880	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.37460	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.28660	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1006744	OtherCostOrOtherBasis
Book Value	1006744	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	27530360	OtherCostOrOtherBasis
Depreciation	10091941	Depreciation
Book Value	17438419	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4848063	OtherCostOrOtherBasis
Depreciation	4526847	Depreciation
Book Value	321216	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9560659	OtherCostOrOtherBasis
Book Value	9560659	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	28327038	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
LIMITED LIABILITY PARTNERSHIPS AND COMPANIES	49372482	F
POOLED INCOME FUND AT MARKET VALUE	312907	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	49685389	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescription	AmountAmount
FUNDS HELD FOR OTHERS	$45,328
TUITION DEPOSITS	$548,550
DEFERRED LIABILITY-POOLED INCOME FUND	$12,816
CONSTRUCTION RETAINAGE PAYABLE	$295,186
BONDS PAYABLE	$217,700
CHARITABLE GIFT ANNUITIES PAYABLE	$100,221

Field	Value	IRS element (for citing)
Total Of Amounts	1219801	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	34716103	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	5330998	NetUnrealizedGainsInvestments
Other Revenues	230632	OtherRevenues
Revenue Not Rptd F990	5561630	RevenueNotRptdF990
Revenue Subtotal	29154473	RevenueSubtotal
Investment Expenses Not Included	367868	InvestmentExpensesNotIncluded
Other Revenues Not Included	2859438	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	3227306	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	32381779	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	18147615	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	230632	OtherExpensesIncluded
Expenses Not Rptd F990	230632	ExpensesNotRptdF990
Expenses Subtotal	17916983	ExpensesSubtotal
Investment Expenses Not Included2	367868	InvestmentExpensesNotIncluded2
Other Expenses Not Included	2859438	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	3227306	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	21144289	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	GIFTS TO THE ENDOWMENT HELP TO SECURE THE SCHOOL'S LONG-TERM FINANCIAL STABILITY AND FUND THE CURRENT PRIORITIES THROUGH THE ONGOING INTEREST GENERATED BY THE ENDOWMENT. WINSOR HONORS DONORS TO ENDOWED FUNDS EACH YEAR IN THE ANNUAL REPORT, WHICH INCLUDES A FULL LIST OF ALL NAMED FUNDS ESTABLISHED SINCE THE SCHOOL'S INCEPTION. BY ESTABLISHING AN ENDOWED FUND OR CONTRIBUTING TO AN EXISTING FUND, YOU CAN SUPPORT WINSOR AND THE GIRLS IN SEVERAL WAYS: - A SCHOLARSHIP FUND HELPS TO MAKE A WINSOR EDUCATION POSSIBLE FOR DESERVING STUDENTS - AN ENDOWED FUND CAN BE DESIGNATED TO SUPPORT A DEPARTMENT, TECHNOLOGY, ATHLETICS, THE LIBRARY, OR FACULTY ENRICHMENT - AN ENDOWED FACULTY CHAIR SUPPORTS A TEACHER IN HER/HIS WORK WITH STUDENTS AND ENCOURAGES PROEFSSIONAL DEVELOPMENT AND PERSONAL GROWTH
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:		RENTAL EXPENSES 100,871. LOSS ON DISPOSAL OF ASSETS 129,761.
PART XI, LINE 4B - OTHER ADJUSTMENTS:		FINANCIAL AID NETTED AGAINST TUITION REVENUE 2,859,438.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		RENTAL EXPENSES 100,871. LOSS ON DISPOSAL OF ASSETS 129,761.
PART XII, LINE 4B - OTHER ADJUSTMENTS:		FINANCIAL AID NETTED AGAINST TUITION REVENUE 2,859,438.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	1	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	1	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	1	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	1	MaintRacialCompositionRecords
Maint Scholarships Records	1	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	1	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	1	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	0	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	0	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	0	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	0	DiscriminateRaceScholarships
Discriminate Race Educ Policies	0	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	0	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	0	DiscriminateRaceOtherActy
Government Financial Aid Received	0	GovernmentFinancialAidReceived
Government Financial Aid Revoked	0	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

Field	Value	IRS element (for citing)
Identifier	EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION	Identifier
Return Reference	SCHEDULE E, PART I, LINE 3	ReturnReference
Explanation	NOTICE OF THE NON-DISCRIMINATION POLICY AS TO STUDENTS IS PUBLISHED IN THE BOSTON GLOBE.	Explanation

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Agreement Ref Fundraising	1	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	JAQUES & CO	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	LIBERTY SQUARE	AddressLine1
City	DANVERS	City
State	MA	State
ZIP Code	01923	ZIPCode

Field	Value	IRS element (for citing)
Activity	FUNDRAISING COUNSEL	Activity
Fundraiser Control Of Funds	0	FundraiserControlOfFunds
Gross Receipts	0	GrossReceipts
Amount Retained By Contractor	75114	AmountRetainedByContractor
Net To Organization	0	NetToOrganization

Field	Value	IRS element (for citing)
Total Retained By Contractors	75114	TotalRetainedByContractors
Licensed States	MA	LicensedStates

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	98	NumberOfRecipients
Amount Of Cash Grant	2859438	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: STUDENT AID IS BASED ON NEED. GRANTS AND OTHER ASSSISTANCE ARE RELATED TO INSTITUTIONAL FINANCIAL AID FOR WHICH STUDENTS APPLY THROUGH THE FINANCIAL AID OFFICE. ALL AID IS AWARDED BASED ON CERTAIN GUIDELINES AND IS CREDITED DIRECTLY TO STUDENT'S TUITION ACCOUNTS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RACHEL F STETTLER
HEAD OF SCHOOL	345055	0	0	0	82861	0	19990	0	19230	0	467136	0	0	0
RICHARD S BERNASCO
CHIEF FINANCIAL OFFICER	190013	0	0	0	1017	0	20182	0	15957	0	227169	0	0	0
NANCY SKINNER
CHIEF ADVANCEMENT OFFICER	217513	0	0	0	361	0	21823	0	713	0	240410	0	0	0
JENNIFER CICCARELLI
ASSISTANT DIRECTOR	148565	0	0	0	126	0	7428	0	0	0	156119	0	0	0
KATHERINE COLE
ADVISOR, ADVANCEMENT OFFICE	125997	0	0	0	780	0	13174	0	11385	0	151336	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Return Reference	PART I, LINE 1A	ReturnReference
Explanation	AS PART OF RACHEL F. STETTLER'S COMPENSATION, A TAXABLE HOUSING ALLOWANCE OF $82,500 IS PROVIDED AS PART OF HER W-2 WAGES.	Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	31	NumberOfContributions
Noncash Contribs Rptd F990	187960	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 8B	MINUTES ARE NOT TAKEN DURING COMMITTEE MEETINGS. COMMITTEE HEADS PRESENT INFORMATION DIRECTLY TO THE BOARD OF TRUSTEES FOR DECISIONS.
FORM 990, PART VI, SECTION B, LINE 11	THE RETURN WILL BE POSTED ON THE TRUSTEES-ONLY SECURE WEB PORTAL PRIOR TO FILING FOR THE FULL BOARD TO REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	ONCE A YEAR, EACH BOARD MEMBER RECEIVES, SIGNS, AND RETURNS A CONFLICT OF INTEREST CERTIFICATE TO THE CLERK OF THE BOARD OF TRUSTEES. THE CERTIFICATE INFORMS THE BOARD MEMBER OF THE SCHOOL'S POLICY AND ALLOWS THEM TO DISCLOSE ANY POSITIONS WITH THE SCHOOL THAT MIGHT BE CONSIDERED AS CONFLICTING. THE CLERK REVIEWS EACH OF THE CERTIFICATES, AND IF A CONFLICT ARISES, IT IS BROUGHT TO THE ATTENTION OF OTHER OFFICERS OF THE BOARD. IT IS THE RESPONSIBILITY OF THOSE OFFICERS TO DETERMINE THE EXTENT OF THE CONFLICT, WITH THE GOAL OF PREVENTING ABUSE BUT NOT ELIMINATING SOMEONE FROM DOING BUSINESS WITH THE SCHOOL FOR LEGITIMATE PURPOSES.
FORM 990, PART VI, SECTION B, LINE 15	BASED ON COMPARABILITY DATA AND REVIEW BY INDEPENDENT PERSONS, THE FULL BOARD OF TRUSTEES PROPOSES, VOTES ON, AND SETS THE COMPENSATION FOR THE CEO. THERE WAS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE BOARD OF TRUSTEE'S FINANCE COMMITTEE REVIEWS AVAILABLE INFORMATION FOR COMPENSATION AND MAKES A RECOMMENDATION TO THE FULL BOARD WHICH IS THEN VOTED UPON BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19	OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 990, FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US.