2014-07-15T16:11:11-05:00 2013-08-31 464001827 SAXBST LLP 26 COMPUTER DRIVE WEST ALBANY NY 12205 990 2012-09-01 980013401 ST STEPHEN'S SCHOOL STST 2125057409 15 GRAMERCY PARK SO NEW YORK NY 10003 JEFF SCHON 2125057409 2014-07-15 1 JOHN J SCULLY P01062131 5184596700 2012 2015-11-30 17:44:51Z JEFF SCHON 326 WILTON ROAD WESTPORT CT 06880 10778444 0 X WWW.SSSROME.IT X 1962 CT EDUCATIONAL (HIGH SCHOOL) 30 30 15 29 0 0 262319 175261 7478068 7997700 137032 151687 906159 992648 8783578 9317296 0 564652 0 0 3936505 4425970 0 90000 113370 4393537 3823971 8330042 8904593 453536 412703 9302011 10061621 5674275 5841309 3627736 4220312 REVENUES PROVIDE FOR THE PRIMARY OBJECTIVES OF THE SCHOOL: ACADEMIC EXCELLENCE, THE FOSTERING OF SENSE OF FELLOWSHIP AMONG STUDENTS AND FACULTY, AND THE PROMOTION OF STUDENTS AS INDEPENDENT, RESPONSIBLE AND RESPONSIVE CONTRIBUTING MEMBERS OF THE LARGER WORLD COMMUNITY. 0 0 6402778 564652 8990348 CO-ED HIGH SCHOOL (THE SCHOOL) OPERATES IN ROME, ITALY. THE SCHOOL IS OPEN TO AMERICANS AND STUDENTS FROM OTHER COUNTRIES. MULTI-RACIAL STUDENT BODY. CURRENTLY, 277 STUDENTS ARE ENROLLED. 6402778 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 15 1 0 1 IT 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 0 0 0 NY X X X THE ORGANIZATION 2125057409 VIA AVENTINA 3 ROME IT 06901 F THOMAS ADEN 0.50 X 0 0 0 STEPHEN ALTSCHUL 0.50 X 0 0 0 CHRISTIAN BASTIAN 0.50 X 0 0 0 ANNE FISK BERGAN 0.50 X 0 0 0 SANDRA CRAIG 0.50 X 0 0 0 VERDELLA CARACCIOLO DE BENEDICTIS 0.50 X 0 0 0 ERICA M DORNBURG 0.50 X 0 0 0 MASSIMO ELSER 0.50 X 0 0 0 FRED H GAGE 0.50 X 0 0 0 THOMAS GALDY 0.50 X 0 0 0 WILLIAM GRUY 0.50 X 0 0 0 GEORGE KLOPFER 0.50 X 0 0 0 FIONA LECKIE 0.50 X 0 0 0 CARMEN MOAURO 0.50 X 0 0 0 CHERYL P MOWINCKEL 0.50 X 0 0 0 DEBORAH PACKER MUMM 0.50 X 0 0 0 DUNCAN POLLOCK 0.50 X 0 0 0 DANIELA SALVIONI 0.50 X 0 0 0 JEFFREY SCHON 0.50 X X 0 0 0 HARVEY STONE 0.50 X 0 0 0 LAWRENCE CHRISTY 0.50 X 0 0 0 CAROLYN DITTMEIER 0.50 X 0 0 0 JULIA HAIRSTON 0.50 X 0 0 0 HELEN HANNICK 0.50 X 0 0 0 BERNT HUMPERT 0.50 X 0 0 0 ROHIT THOMAS AGGARWALA 0.50 X 0 0 0 GIOVANNI DIANA 0.50 X 0 0 0 LESLEY MURPHY 38.00 X 125487 0 0 RICHARD M ROUTHIER 0.50 X 0 0 0 125487 0 0 1 0 0 0 VIVENDA SPA VIA ALTOLISEI 25 ROMA IT 00173 CATERING AND FOOD SUPPLIES 447061 F LLI SEBASTIANI SNC VIA VELLETRI 9 ROMA IT 00040 BUILDING IMPROVEMENTS 372230 2 47232 12213 115816 8000 175261 TUITION AND FEES 611600 7997700 7997700 7997700 141573 141573 1453877 1443763 10114 10114 10114 17385 47232 17385 0 SCHOOL LUNCH PROGRAM 611710 375047 375047 OTHER INCOME 611710 325288 325288 STUDENT TRIPS 611710 245058 245058 47255 47255 992648 9317296 8990348 0 151687 564652 564652 125732 50293 75439 4300238 2959390 1340848 115674 115674 31002 31002 64230 64230 90000 90000 25235 25235 74726 74726 753877 490020 256318 7539 646039 516831 122748 6460 GENERAL ADMINISTRATION 639634 383780 249458 6396 STUDENT SERVICES 518719 518719 STUDENT ACTIVITIES 417979 417979 CURRICULUM 239328 239328 297528 261786 32767 2975 8904593 6402778 2388445 113370 1613997 2284287 1855841 1767832 39512 7419 414118 534820 7965820 6635008 1569117 1330812 3809426 4136451 9302011 10061621 333778 480522 1195410 1438362 4145087 3922425 5674275 5841309 X 0 0 0 0 3627736 4220312 3627736 4220312 9302011 10061621 X 412703 154630 25243 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6330450 5351148 979302 1107988 926057 181931 527382 357803 169579 1330812 IRONGATE GLOBAL STRATEGY FUNDS 104239 F OTHER INVESTMENTS 4032212 F 4136451 ADVANCES ON TUITION 3096562 OTHER LIABILITIES 825863 3922425 X 8932518 154630 25244 179874 8752644 564652 564652 9317296 8339941 0 8339941 564652 564652 8904593 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ST. STEPHEN'S IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE NEW YORK STATE LAW. ST. STEPHEN'S HAS BEEN CLASSIFIED AS A PUBLICALLY-SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. ST. STEPHEN'S FILES A FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED ST. STEPHEN'S TAX POSITIONS, INCLUDING THAT ST. STEPHEN'S IS EXEMPT FROM TAXES AND NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AND CONCLUDED THAT ST. STEPHEN'S HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF AUGUST 31, 2013 AND 2012. FORMS 990 FILED BY ST. STEPHEN'S ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. ST. STEPHEN'S IS NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED AUGUST 31, 2009, AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON FOREIGN CURRENCY TRANSLATION 25,244. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AIDS AND DISCOUNTS 564,652. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AIDS AND DISCOUNTS 564,652. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL MAKES IT RACIALLY NONDISCRIMINATORY POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES ASSISTANCE FROM THE GOVERNMENT FOR SUPPORTING FINANCIAL AID. 0 ROME, ITALY 1 61 PROGRAM SERVICES EDUCATION 8837526 1 61 0 0 1 61 8837526 0 8837526 FINANCIAL AID ASSISTANCE ROME, ITALY 39 564652 REDUCTION OF EDUCATION COSTS 0 0 0 0 0 0 0 ROBERT HOLCOMB 304 CLIFF AVENUE PELHAM NY 10803 ALL FACETS OF FUNDRAISING 1 206000 90000 0 206000 90000 NY 2012 GALA BENEFIT DINNER 64617 47232 17385 14064 3321 64617 47232 17385 14064 3321 17385 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WHO HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS EXAMINED BY THE ITALIAN EXTERNAL AUDITOR AND UPON APPROVAL, IT IS SUBMITTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR SIGNING. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S POLICY MANUAL IS AVAILABLE THROUGH THE SCHOOL'S WEBSITE. HARD COPIES ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CURRENCY EXCHANGE RATE 25,243.