ST PAULS SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST PAULS SCHOOL (EIN 02-0222227)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201443189349303414
- Schema version
- 2013v3.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:39:42-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020222227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PAUL'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STPA | BusinessNameControlTxt |
| Phone | 6032294737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 PLEASANT STREET | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE L CHICOINE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6032294737 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P SWEENEY | PreparerPersonNm |
| PTIN | P01263012 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL G HIRSCHFELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 PLEASANT STREET | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $253,420,683 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1856 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | ST. PAUL'S SCHOOL IS A COEDUCATIONAL FULLY RESIDENTIAL SCHOOL. (SEE SCHEDULE O)ST. PAUL'S SCHOOL IS A COEDUCATIONAL FULLY RESIDENTIAL SCHOOL FOR GRADES 9 THROUGH 12, FOUNDED IN 1856 AS A PLACE FOR HUMANE BUT RIGOROUS EDUCATION WITHIN A SETTING OF GREAT NATURAL BEAUTY. THE SCHOOL IS LOCATED IN CONCORD, NH, ON A BUCOLIC CAMPUS CONSISTING OF WOODLAND, FIELDS, AND PONDS AND IS HOME TO APPROXIMATELY 535 STUDENTS AND 106 FACULTY MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 482 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $552,411 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $551,411 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,155,197 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,178,608 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,804,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,678,015 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,513,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,839,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $768,572 | PYOtherRevenueAmt |
| CY Other Revenue | $747,223 | CYOtherRevenueAmt |
| PY Total Revenue | $64,241,762 | PYTotalRevenueAmt |
| CY Total Revenue | $79,443,209 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,441,213 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,164,555 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,384,445 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,237,284 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,133,899 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,862,720 | PYOtherExpensesAmt |
| CY Other Expenses | $20,735,519 | CYOtherExpensesAmt |
| PY Total Expenses | $53,688,378 | PYTotalExpensesAmt |
| CY Total Expenses | $56,137,358 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,553,384 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,305,851 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $725,074,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,334,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,772,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,899,696 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $651,302,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $721,435,007 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BELIEVING THAT EDUCATION IS LIFELONG AND CONTINUES BEYOND THE CLASSROOM, ST. PAUL'S SCHOOL INVITES A DIVERSE GROUP OF APPROXIMATELY 535 STUDENTS AND 330 FACULTY AND STAFF MEMBERS TO CREATE AN EXTENDED FAMILY WHICH RESPECTS (SEE SCHEDULE O FOR CONTINUATION) AND NURTURES INDIVIDUAL TALENT, PERSONAL FREEDOM, AND RESPONSIBILITY, INTELLECTUAL CURIOSITY AND PUBLIC SERVICE. STUDENTS ARE ENCOURAGED TO SEEK THE HIGHEST STANDARDS OF SCHOLASTIC, ARTISTIC AND PHYSICAL ACHIEVEMENT THROUGH AN INTEGRATED CURRICULUM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $47,971,992 | ExpenseAmt |
| Grant | $9,095,600 | GrantAmt |
| Revenue | $28,655,962 | RevenueAmt |
| Desc | ST. PAUL'S SCHOOL'S PRIMARY PROGRAM SERVICE IS THE EDUCATION OF STUDENTS IN GRADES 9 THROUGH 12, IN A COEDUCATIONAL FULLY RESIDENTIAL SCHOOL ENVIRONMENT. THE SCHOOL STRIVES TO BE AN INCLUSIVE, EQUITABLE, AND RICHLY DIVERSE COMMUNITY, ONE THAT IS COMMITTED TO ENSURING EQUAL ACCESS TO OPPORTUNITIES, AS WELL AS PROMOTING INDIVIDUAL GROWTH THROUGH LEARNING ABOUT THE SELF AND THE PERSPECTIVES AND EXPERIENCE OF OTHERS. THE CONCENTRATED ACADEMIC WORK DONE IN COLLABORATION BY THE STUDENTS AND FACULTY AT ST. PAUL'S SCHOOL IS THE HALLMARK OF OUR ACADEMIC PROGRAM. THROUGH THE SCHOOL'S RIGOROUS ACADEMIC STANDARDS, WE ENCOURAGE OUR MOTIVATED STUDENTS TO ATTAIN THE HIGHEST LEVELS OF SCHOLARSHIP AND INTELLECTUAL GROWTH AND DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $994,846 | ExpenseAmt |
| Grant | $68,955 | GrantAmt |
| Revenue | $1,063,801 | RevenueAmt |
| Desc | ST. PAUL'S SCHOOL FOUNDED THE ADVANCED STUDIES PROGRAM (ASP) IN 1958 TO PROVIDE TALENTED NEW HAMPSHIRE PUBLIC AND PAROCHIAL HIGH SCHOOL RISING SENIORS WITH CHALLENGING EDUCATIONAL OPPORTUNITIES OTHERWISE UNAVAILABLE TO THEM. EACH SUMMER, APPROXIMATELY 260 YOUNG MEN AND WOMEN LIVE ON THE ST. PAUL'S SCHOOL CAMPUS FOR FIVE AND A HALF WEEKS. STUDENTS ARE IMMERSED IN A COLLEGE-LEVEL CURRICULUM AND CHALLENGED TO DISCOVER NEW WAYS OF LEARNING. ASP OFFERS A WIDE VARIETY OF COURSES FROM SHAKESPEARE TO ASTRONOMY, WHICH THOROUGHLY EXPLORE TOPICS IN SEVERAL DISCIPLINES. IN THEIR TIME AT ASP, STUDENTS BECOME IMMERSED IN THEIR SUBJECT OF CHOICE, SETTING THEM UP FOR A LIFELONG UNDERSTANDING OF THE MATERIAL. (SEE SCHEDULE O FOR CONTINUATION) ADDITIONALLY, ALL ASP STUDENTS HAVE AN OPPORTUNITY TO ENHANCE THEIR WRITING SKILLS THROUGH COMPULSORY INTERACTIVE WRITING WORKSHOPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,966,838 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 266 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 482 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH J BRANN CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6032294737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 PLEASANT STREET | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR LAUREL D ABBRUZZESE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR REX W BATES | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR WILLIAM J BENNINGTON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR E PEROT BISSELL IV | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS EMILY L BOGLE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS CANDACE E BROWNING-PLATT | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE REV PETER G CHENEY | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR HYUN-JOON CHO | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ARCHIBALD COX JR | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JAMES A DIAMOND | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JAMES M FRATES | |||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MS SABRINA WING-YEE FUNG | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS CATHERINE A GELLERT | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR CHRISTOPHER D HEINZ | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS LUCY C HODDER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JAMES DEK HOUGHTON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR PHILIP L LAIRD | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JOHN A LECHNER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS JANICE YK LEE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR VICTOR M LOPEZ-BALBOA | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS SARAH BANKSON NEWTON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SAMUEL S REID | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DOUGLAS SCHLOSS | |||||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MR JAMES M WATERBURY JR | |||||||||
| CLERK | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MR REEVE B WAUD | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR C YOUNG | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R MATTHEWS JR | |||||||||
| FORMER RECTOR | 3.00 | $112,111 | $0 | $22,496 | Yes (X) | ||||
| MICHAEL G HIRSCHFELD | |||||||||
| RECTOR | 60.00 | Yes (X) | $355,406 | $0 | $176,438 | Yes (X) | |||
| MICHELLE L CHICOINE | |||||||||
| VR FOR OPERATIONS & FINANCE | 50.00 | $270,558 | $0 | $63,097 | Yes (X) | ||||
| WILLIAM L KISSICK | |||||||||
| DIR. OF ALUMNI & DEVELOPMENT | 50.00 | $211,203 | $0 | $36,862 | Yes (X) | ||||
| DR JOHN C BASSI | |||||||||
| MEDICAL DIRECTOR | 50.00 | $188,969 | $0 | $99,867 | Yes (X) | ||||
| WILLIAM F MITCHELL | |||||||||
| DIRECTOR OF CAPITAL GIVING | 50.00 | $142,488 | $0 | $34,112 | Yes (X) | ||||
| JADA L HEBRA | |||||||||
| VICE RECTOR FOR FACULTY | 50.00 | $133,448 | $0 | $113,718 | Yes (X) | ||||
| ROBERT H RETTEW | |||||||||
| EXEC. DIR. ALUMNI ASSN DEVELOPMENT | 50.00 | $131,284 | $0 | $72,032 | Yes (X) | ||||
| DEBORAH J BRANN | |||||||||
| CONTROLLER | 50.00 | $124,492 | $0 | $38,025 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,669,959 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $656,647 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES INC | |||||
| 100 SUMMER ST | BOSTON | MA | 021102112 | INVESTMENT CONSULTANT | $287,337 |
| JOHN BRYANT BISBEE | |||||
| 9300 COLLEGE STATION | BRUNSWICK | ME | 04011 | ARTIST | $175,000 |
| BANK OF NEW YORKMELLON | |||||
| 135 SANTILLI HIGHWAY | EVERETT | MA | 02149 | INVESTMENT CUSTODIAN | $121,677 |
| SIMPSON GUMPERTZ & HEGER INC | |||||
| 41 SEYON STREET | WALTHAM | MA | 02453 | ENGINEERING CONSULTANT | $110,437 |
| MARK A EDWARDS & COMPANY INC | |||||
| 75 GARDNER ROAD | BROOKLINE | MA | 02445 | PUBLIC RELATIONS | $103,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $25,178,608 | AllOtherContributionsAmt |
| Noncash Contributions | $2,118,604 | NoncashContributionsAmt |
| Total Contributions | $25,178,608 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $29,678,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,678,015 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,678,015 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,042,851 | TotalRevenueColumnAmt |
| Exclusion | $2,042,851 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,500 | TotalRevenueColumnAmt |
| Exclusion | $9,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $195,597,779 | SecuritiesAmt |
| Other | $2,792 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,483,438 | SecuritiesAmt |
| Other | $320,621 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,114,341 | SecuritiesAmt |
| Other | -$317,829 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,796,512 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $552,411 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,244,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $213,698 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $173,415 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,283 | TotalRevenueColumnAmt |
| Exclusion | $40,283 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CHILDREN'S LEARNING CT | 624410 | $655,692 | $655,692 | |
| MISCELLANEOUS REVENUE | 900099 | $41,748 | $41,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $697,440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,443,209 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,719,763 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $552,411 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,992,427 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,164,555 | TotalAmt |
| Program Services | $9,164,555 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,002 | TotalAmt |
| Program Services | $438,799 | ProgramServicesAmt |
| Management And General | $213,401 | ManagementAndGeneralAmt |
| Fundraising | $342,802 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,617 | TotalAmt |
| Program Services | $5,010 | ProgramServicesAmt |
| Management And General | $37,111 | ManagementAndGeneralAmt |
| Fundraising | $97,496 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,295,445 | TotalAmt |
| Program Services | $15,425,360 | ProgramServicesAmt |
| Management And General | $979,698 | ManagementAndGeneralAmt |
| Fundraising | $1,890,387 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,277,619 | TotalAmt |
| Program Services | $1,913,842 | ProgramServicesAmt |
| Management And General | $134,632 | ManagementAndGeneralAmt |
| Fundraising | $229,145 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,159,904 | TotalAmt |
| Program Services | $2,600,709 | ProgramServicesAmt |
| Management And General | $213,505 | ManagementAndGeneralAmt |
| Fundraising | $345,690 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,697 | TotalAmt |
| Program Services | $1,144,258 | ProgramServicesAmt |
| Management And General | $79,567 | ManagementAndGeneralAmt |
| Fundraising | $145,872 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,457 | TotalAmt |
| Management And General | $75,457 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,860 | TotalAmt |
| Management And General | $103,860 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,732 | TotalAmt |
| Management And General | $418,732 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,897 | TotalAmt |
| Management And General | $86,457 | ManagementAndGeneralAmt |
| Fundraising | $42,440 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,316 | TotalAmt |
| Program Services | $169,599 | ProgramServicesAmt |
| Management And General | $17,189 | ManagementAndGeneralAmt |
| Fundraising | $46,528 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,514 | TotalAmt |
| Program Services | $242,902 | ProgramServicesAmt |
| Management And General | $62,961 | ManagementAndGeneralAmt |
| Fundraising | $250,651 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,212 | TotalAmt |
| Program Services | $547,836 | ProgramServicesAmt |
| Management And General | $80,980 | ManagementAndGeneralAmt |
| Fundraising | $24,396 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,455,706 | TotalAmt |
| Program Services | $4,415,172 | ProgramServicesAmt |
| Management And General | $19,454 | ManagementAndGeneralAmt |
| Fundraising | $21,080 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,447 | TotalAmt |
| Program Services | $468,034 | ProgramServicesAmt |
| Management And General | $24,491 | ManagementAndGeneralAmt |
| Fundraising | $221,922 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,485 | TotalAmt |
| Program Services | $35,210 | ProgramServicesAmt |
| Management And General | $15,979 | ManagementAndGeneralAmt |
| Fundraising | $1,296 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,932,440 | TotalAmt |
| Program Services | $1,835,818 | ProgramServicesAmt |
| Management And General | $19,324 | ManagementAndGeneralAmt |
| Fundraising | $77,298 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,628,034 | TotalAmt |
| Program Services | $6,295,905 | ProgramServicesAmt |
| Management And General | $66,426 | ManagementAndGeneralAmt |
| Fundraising | $265,703 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,922 | TotalAmt |
| Program Services | $390,200 | ProgramServicesAmt |
| Management And General | $310,205 | ManagementAndGeneralAmt |
| Fundraising | $16,517 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES FOR PROGRAMS | $1,711,729 | $1,711,729 | ||
| EDU SUPPORT FOR PROGRAM | $1,412,157 | $1,412,157 | ||
| ENTERTAINMENT/SPEC EVNT | $733,195 | $566,532 | $66,036 | $100,627 |
| DUES AND MEMBERSHIPS | $208,416 | $183,211 | $11,156 | $14,049 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,137,358 | TotalAmt |
| Program Services | $48,966,838 | ProgramServicesAmt |
| Management And General | $3,036,621 | ManagementAndGeneralAmt |
| Fundraising | $4,133,899 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,246,981 | BOYAmt |
| EOY | $2,742,673 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,972,085 | BOYAmt |
| EOY | $32,951,026 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,493 | BOYAmt |
| EOY | $167,474 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,619 | BOYAmt |
| EOY | $2,011,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $253,308,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,061,222 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,138,867 | BOYAmt |
| EOY | $185,246,870 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,925,446 | BOYAmt |
| EOY | $81,901,435 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,564,324 | BOYAmt |
| EOY | $478,110,877 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,187,446 | BOYAmt |
| EOY | $10,203,021 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,074,261 | BOYAmt |
| EOY | $793,334,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,486,058 | BOYAmt |
| EOY | $3,959,427 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,775,063 | BOYAmt |
| EOY | $54,618,775 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,510,879 | BOYAmt |
| EOY | $13,321,494 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,772,000 | BOYAmt |
| EOY | $71,899,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,647,678 | BOYAmt |
| EOY | $277,994,469 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,927,469 | BOYAmt |
| EOY | $276,849,346 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,727,114 | BOYAmt |
| EOY | $166,591,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,302,261 | BOYAmt |
| EOY | $721,435,007 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,074,261 | BOYAmt |
| EOY | $793,334,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,305,851 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,914,536 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,912,359 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, REASON FOR PUBLIC CHARITY STATUS: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL HISTORICALLY HAS USED THE GREATER THAN $5,000 OR 2% RULE IN REPORTING CONTRIBUTORS IN COMPLIANCE WITH THE SCHEDULE B INSTRUCTIONS. DUE TO THE BROAD NATURE OF SUPPORT, THE SCHOOL MEETS THE PUBLIC SUPPORT TEST UNDER CURRENT GUIDANCE AND THEREFORE QUALIFIES FOR THE SPECIAL RULE UNDER SECTION 509(A)(1) FOR SCHEDULE B REPORTING. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $21,906 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $21,906 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ST. PAUL'S SCHOOL IS A MEMBER OF A NUMBER OF ASSOCIATIONS SUCH AS THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, COUNCIL OF ADVANCEMENT AND SUPPORT OF EDUCATION, THE NATIONAL ASSOCIATION OF COLLEGE & UNIVERSITY BUSINESS OFFICERS AND THE COALITION FOR RESIDENTIAL EDUCATION, WHICH MAY USE A PORTION OF MEMBERSHIP DUES TO LOBBY ON BEHALF OF ITS MEMBERS. ST. PAUL'S SCHOOL ALSO PAID RATH, YOUNG AND PIGNATELLI FOR LEGAL SERVICES REGARDING LEGISLATIVE ISSUES AS PART OF A GROUP OF NEW HAMPSHIRE INDEPENDENT SCHOOLS. TOTAL DUES AND FEES PAID TO THESE TYPES OF ORGANIZATIONS WAS $21,906 IN FISCAL YEAR 2014. THE PORTION OF DUES AND FEES ALLOCATED TO LOBBYING ACTIVITIES IS NOT DETERMINABLE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $245,264 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $5,086,901 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $483,836,757 | BeginningYearBalanceAmt |
| Contributions | $20,006,809 | ContributionsAmt |
| Investment Earnings Or Losses | $68,273,408 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,952,558 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,783,872 | OtherExpendituresAmt |
| Administrative Expenses | $415,309 | AdministrativeExpensesAmt |
| End Year Balance | $551,965,235 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,930,343 | BeginningYearBalanceAmt |
| Contributions | $11,684,799 | ContributionsAmt |
| Investment Earnings Or Losses | $58,407,783 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,684,190 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,038,489 | OtherExpendituresAmt |
| Administrative Expenses | $463,489 | AdministrativeExpensesAmt |
| End Year Balance | $483,836,757 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,968,798 | BeginningYearBalanceAmt |
| Contributions | $10,001,733 | ContributionsAmt |
| Investment Earnings Or Losses | -$102,251 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,421,917 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,125,000 | OtherExpendituresAmt |
| Administrative Expenses | $391,020 | AdministrativeExpensesAmt |
| End Year Balance | $432,930,343 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $381,381,552 | BeginningYearBalanceAmt |
| Contributions | $14,074,366 | ContributionsAmt |
| Investment Earnings Or Losses | $62,509,390 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,242,650 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,370,365 | OtherExpendituresAmt |
| Administrative Expenses | $383,495 | AdministrativeExpensesAmt |
| End Year Balance | $440,968,798 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $346,020,647 | BeginningYearBalanceAmt |
| Contributions | $6,547,171 | ContributionsAmt |
| Investment Earnings Or Losses | $45,986,761 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,919,625 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,853,902 | OtherExpendituresAmt |
| Administrative Expenses | $399,500 | AdministrativeExpensesAmt |
| End Year Balance | $381,381,552 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,697,490 | OtherCostOrOtherBasisAmt |
| Book Value | $4,697,490 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,904,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,207,774 | DepreciationAmt |
| Book Value | $165,696,755 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,935,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,833,627 | DepreciationAmt |
| Book Value | $10,101,715 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,770,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,019,821 | DepreciationAmt |
| Book Value | $4,750,910 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,246,870 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US EQUITY | $86,839,345 | F |
| INTERNATIONAL EQUITY | $111,084,748 | F |
| MARKETABLE ALTERNATIVES | $171,899,994 | F |
| NON-MARKETABLE ALTERNATIVES | $60,396,874 | F |
| INFLATION HEDGING | $47,889,916 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $478,110,877 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE DEPOSITS | $2,736,974 |
| LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | $3,349,420 |
| INTEREST RATE SWAP AGREEMENT | $7,235,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,321,494 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $136,276,003 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $44,914,536 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $12,400,534 | OtherRevenueAmt |
| Revenue Not Reported | $57,315,070 | RevenueNotReportedAmt |
| Revenue Subtotal | $78,960,933 | RevenueSubtotalAmt |
| Other Revenues Not Included | $482,276 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $482,276 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,443,209 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,143,257 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,244,878 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,244,878 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,898,379 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $418,732 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,820,247 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,238,979 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,137,358 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 & 6: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL HAS NO DONOR ADVISED FUNDS. PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE USED IN PERPETUITY TO FUND THE SPS PROGRAMS. THE PRINCIPAL IS INVESTED FOR LONG-TERM GROWTH TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT ASSETS FOR THE USE OF PRESENT AND FUTURE GENERATIONS OF STUDENTS. PART X, LINE 2: THE SCHOOL FOLLOWS FASB ASC 740, INCOME TAXES, REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID: -9,164,555 SPENDING POLICY: 19,736,430 ACTUARIAL ADJUSTMENT: 2,247,391 INVESTMENT FEES: -418,732 TOTAL: $12,400,534 PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD: -173,416 CHILDREN'S LEARNING CENTER REVENUE: 655,692 TOTAL: $482,276 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPENDING POLICY: 19,736,430 COST OF GOODS SOLD: 173,416 UNREALIZED LOSS ON INTEREST RATE SWAP: 335,032 TOTAL: $20,244,878 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHILDREN'S LEARNING CENTER EXPENSES: 665,692 FINANCIAL AID: 9,164,555 TOTAL: $9,820,247 | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | OUR POLICY IS PUBLISHED ANNUALLY IN A REGIONAL NEWSPAPER, INCLUDED IN ALL PROSPECTIVE STUDENT LITERATURE AND DISTRIBUTED TO STUDENTS IN OUR STUDENT HANDBOOK. THE POLICY IS ALSO NOTED ON OUR WEBSITE, AND IS INCLUDED WITH ALL EMPLOYMENT ADVERTISEMENTS INCLUDED IN NEWSPAPERS OR OTHER PUBLICATIONS. |
| SCHEDULE E, PART I, LINE 6 | MONIES RECEIVED ARE FROM VARIOUS FEDERAL OR STATE FOOD SUBSIDY PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | FUNDRAISING | N/A | $42,453 |
| EUROPE | FUNDRAISING | N/A | $10,887 |
| NORTH AMERICA | FUNDRAISING | N/A | $390 |
| CENTRAL AMERICA & THE CARIBBEAN | PROGRAM SERVICES | PROGRAM SERVICES (SEE PART V) | $36,350 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | PROGRAM SERVICES (SEE PART V) | $27,061 |
| EUROPE | PROGRAM SERVICES | PROGRAM SERVICES (SEE PART V) | $121,308 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | PROGRAM SERVICES (SEE PART V) | $2,202 |
| NORTH AMERICA | PROGRAM SERVICES | PROGRAM SERVICES(SEE PART V) | $6,959 |
| SOUTH ASIA | PROGRAM SERVICES | PROGRAM SERVICES(SEE PART V) | $2,642 |
| CENTRAL AMERICA & THE CARIBBEAN | INVESTMENTS | N/A | $229,244,192 |
| EUROPE | INVESTMENTS | N/A | $14,936,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $247,610 | SubtotalSpentAmt |
| Continuation Spent | $244,183,737 | ContinuationSpentAmt |
| Total Spent | $244,431,347 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3, COLUMN (E): | FormAndLineReferenceDesc |
| Explanation | REGIONS: CENTRAL AMERICA AND THE CARIBBEAN, EAST ASIA AND THE PACIFIC, EUROPE, NORTH AMERICA, MIDDLE EAST AND NORTH AFRICA, AND SOUTH ASIA. (E) SPECIFIC TYPES OF SERVICES IN REGION: PROGRAM SERVICE ACTIVITIES INCLUDE ADMISSION AND COLLEGE ADVISING TRAVEL, FACULTY PROFESSIONAL DEVELOPMENT, AND OFF-CAMPUS PROGRAM STUDENT TRIPS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID ASSISTANCE TO ATTEND ST. PAUL'S SCHOOL | GrantTypeTxt |
| Recipient | 200 | RecipientCnt |
| Non Cash Assistance | $9,164,555 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID ASSISTANCE AWARDED TO ATTEND ST. PAUL'S SCHOOL | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ANY STUDENT OR APPLICANT REQUESTING FINANCIAL AID FROM ST. PAUL'S SCHOOL MUST COMPLETE THE PERSONAL FINANCIAL STATEMENT (PFS) OFFERED BY THE SCHOOL AND STUDENT SERVICES - NAIS, AS WELL AS PROVIDE COPIES OF RECENT TAX INFORMATION BY A SPECIFIED DEADLINE. THE SCHOOL'S DIRECTOR OF FINANCIAL AID EVALUATES ALL APPLICATIONS USING BOTH THE PFS FORMULA AND INSTITUTIONAL POLICY TO DETERMINE THE FINANCIAL NEED OF EACH APPLICANT. STUDENTS WHO ARE DETERMINED TO HAVE FINANCIAL NEEDS ARE AWARDED GRANT FUNDS TO MEET 100% OF THEIR DETERMINED NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM R MATTHEWS JR | ||||||||||||||
| FORMER RECTOR | $0 | $0 | $0 | $0 | $112,111 | $0 | $17,681 | $0 | $4,815 | $0 | $134,607 | $0 | $46,542 | $0 |
| MICHAEL G HIRSCHFELD | ||||||||||||||
| RECTOR | $355,316 | $0 | $0 | $0 | $90 | $0 | $30,600 | $0 | $145,838 | $0 | $531,844 | $0 | $0 | $0 |
| MICHELLE L CHICOINE | ||||||||||||||
| VR FOR OPERATIONS & FINANCE | $270,300 | $0 | $0 | $0 | $258 | $0 | $30,600 | $0 | $32,497 | $0 | $333,655 | $0 | $0 | $0 |
| WILLIAM L KISSICK | ||||||||||||||
| DIR. OF ALUMNI & DEVELOPMENT | $210,945 | $0 | $0 | $0 | $258 | $0 | $25,728 | $0 | $11,134 | $0 | $248,065 | $0 | $0 | $0 |
| DR JOHN C BASSI | ||||||||||||||
| MEDICAL DIRECTOR | $182,969 | $0 | $0 | $0 | $6,000 | $0 | $22,796 | $0 | $77,071 | $0 | $288,836 | $0 | $0 | $0 |
| WILLIAM F MITCHELL | ||||||||||||||
| DIRECTOR OF CAPITAL GIVING | $142,398 | $0 | $0 | $0 | $90 | $0 | $17,779 | $0 | $16,333 | $0 | $176,600 | $0 | $0 | $0 |
| JADA L HEBRA | ||||||||||||||
| VICE RECTOR FOR FACULTY | $133,358 | $0 | $0 | $0 | $90 | $0 | $16,800 | $0 | $96,918 | $0 | $247,166 | $0 | $0 | $0 |
| ROBERT H RETTEW | ||||||||||||||
| EXEC. DIR. ALUMNI ASSN DEVELOPMENT | $130,888 | $0 | $0 | $0 | $396 | $0 | $16,660 | $0 | $55,372 | $0 | $203,316 | $0 | $0 | $0 |
| DEBORAH J BRANN | ||||||||||||||
| CONTROLLER | $124,234 | $0 | $0 | $0 | $258 | $0 | $15,692 | $0 | $22,333 | $0 | $162,517 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS - NONTAXABLE TRAVEL EXPENSES UNDER THE SCHOOL'S ACCOUNTABLE PLAN INCURRED FOR BONA FIDE BUSINESS PURPOSES ON BEHALF OF A FAMILY MEMBER OF MICHAEL G. HIRSCHFELD WERE PAID BY THE SCHOOL. HOUSING ALLOWANCE - ST. PAUL'S SCHOOL IS A COEDUCATIONAL FULLY RESIDENTIAL SCHOOL. AS A REQUIREMENT OF EMPLOYMENT, ALL FACULTY MEMBERS MUST LIVE ON CAMPUS AND ARE PROVIDED NONTAXABLE HOUSING BY THE SCHOOL. LISTED EMPLOYEES WHO RECEIVED SCHOOL HOUSING ARE AS FOLLOWS: - MR. MICHAEL G. HIRSCHFELD - $28,800 - MS. MICHELLE L. CHICOINE - $28,800 - DR. JOHN C. BASSI - $28,800 - MS. JADA L. HEBRA - $28,800 - MR. ROBERT H. RETTEW - $28,800 |
| PART I, LINE 8 | MR. HIRSCHFELD'S EMPLOYMENT CONTRACT CONTAINS A FIXED SALARY PAYMENT WHICH WOULD BE SUBJECT TO THE INITIAL CONTRACT EXCEPTION. MR. HIRSCHFELD WAS NOT A DISQUALIFIED PERSON PRIOR TO ENTERING THE CONTRACT AS THE NEW RECTOR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NHHEFA REVENUE BONDS ST PAUL'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 020279866 | BondIssuerEIN |
| CUSIP | 644614G45 | CUSIPNum |
| Bond Issued | 2010-09-30 | BondIssuedDt |
| Issue Price | $15,217,879 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,217,879 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $213,618 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $15,004,261 | CapitalExpendituresAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIXIS FUNDING | BusinessNameLine1 |
| Business Name Line2 | CORP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.166666700000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, COLUMN (F): | FormAndLineReferenceDesc |
| Explanation | CONSTRUCTION AND/OR RENOVATION OF SCHOOL FACILITIES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED EDUCATORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $240,950 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAMES OF INTERESTED PERSON: UNITED EDUCATORS (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: OFFICER, MICHELLE L. CHICOINE, SERVES AS A DIRECTOR (C) AMOUNT OF TRANSACTION: $240,950(D) DESCRIPTION OF TRANSACTION: INSURANCE PREMIUMS PAID BY ORGANIZATION(E) SHARING OF ORGANIZATION'S REVENUES? NO | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 142 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,117,139 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | JIGSAW PUZZLE | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,465 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE SCHOOL IS REPORTING THE NUMBER OF CONTRIBUTIONS OF SECURITIES BASED ON THE NUMBER OF GIFTS RECEIVED. THE NUMBER OF OTHER CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATIONS. |
| PART I, LINE 32B: | ALL STOCK GIFTS ARE RECEIVED, PROCESSED AND SOLD BY THE SCHOOL'S CUSTODIAN BANK. |
| PART I, LINE 33: | THE SCHOOL DOES NOT CAPITALIZE ITS COLLECTIONS OF ARTWORK AS ALLOWED UNDER SFAS 116 (ASC 958-360-25). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 3B | ST. PAUL'S HAS FILED FORM 8868, APPLICATION FOR EXTENSION OF TIME TO FILE AN EXEMPT ORGANIZATION RETURN, TO REQUEST AN EXTENSION FOR FORM 990-T FOR THE TAX YEAR ENDING JUNE 30, 2014. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL'S GOVERNING BODY CONSISTED OF TRUSTEES WHO HAVE THE RIGHT TO PARTICIPATE IN THE SCHOOL'S GOVERNANCE. ALL TRUSTEES HAVE THE SAME VOTING RIGHTS. THE FULL BOARD OF TRUSTEES MUST VOTE ON THE REMOVAL OF TRUSTEES OR THE HIRING OR FIRING OF THE RECTOR OR DISSOLUTION OF THE SCHOOL. THE FULL BOARD APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7A | CERTAIN DESIGNEES OF THE ALUMNI AND PARENTS ASSOCIATIONS SERVE AS MEMBERS OF THE BOARD OF TRUSTEES OF ST. PAUL'S SCHOOL AND HAVE THE SAME AUTHORITY AS OTHER ELECTED MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY THE SCHOOL'S CONTROLLER AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AS WELL AS THE SCHOOL'S OUTSIDE TAX FIRM PRIOR TO BEING PRESENTED TO THE AUDIT COMMITTEE. AN AUDIT COMMITTEE MEETING WAS HELD PRIOR TO THE FILING OF THE FORM 990. AT THIS TIME, THE FORM 990 WAS REVIEWED IN DETAIL AND APPROVED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. PRIOR TO THE FINAL FORM BEING ELECTRONICALLY SUBMITTED TO THE INTERNAL REVENUE SERVICE A COPY WAS PROVIDED TO ALL THE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ST. PAUL'S SCHOOL MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS INCLUDED IN THE SCHOOL'S POLICIES AND PROCEDURES MANUAL WHICH IS UPDATED AND DISSEMINATED TO ALL EMPLOYEES AND TRUSTEES ANNUALLY AND IS INCLUDED ON THE SCHOOL'S INTRANET. AT THE START OF EACH FISCAL YEAR, THE CHIEF FINANCIAL OFFICER OF THE SCHOOL REQUIRES THAT EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM. ANY CONFLICTS IDENTIFIED BY THE CONFLICT OF INTEREST DISCLOSURE FORM ARE SUMMARIZED IN A REPORT TO THE PRESIDENT OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE TRUSTEES & GOVERNANCE COMMITTEE. THE BOARD OF TRUSTEES IS NOTIFIED OF ANY CONFLICTS AND ACTION, IF NECESSARY, IS TAKEN BY THE TRUSTEES. AT THE CONCLUSION OF THE FISCAL YEAR, PRIOR TO THE SUBMISSION OF THE FORM 990, A GOVERNING BODY MEMBER ANNUAL QUESTIONNAIRE IS PROVIDED TO EACH TRUSTEE, OFFICER AND/OR KEY EMPLOYEE. THIS QUESTIONNAIRE REQUIRES THE DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY HAVE EXISTED DURING THE PRIOR FISCAL YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE, CONSISTING SOLELY OF OUTSIDE DIRECTORS, IS RESPONSIBLE FOR ADMINISTERING THE COMPENSATION OF THE RECTOR AND ANY OTHER OFFICERS AND KEY EMPLOYEES. THE COMMITTEE MEETS APPROXIMATELY THREE TIMES A YEAR TO: 1. SET GOALS FOR THE RECTOR. 2. DETERMINE WHAT, IF ANY, OUTSIDE RESOURCES ARE NECESSARY TO SET APPROPRIATE COMPENSATION IN THAT YEAR. 3. HIRE ANY NECESSARY OUTSIDE CONSULTANTS. 4. REVIEW AND SET COMPENSATION BY A REVIEW OF COMPARABLE OUTSIDE DATA INCLUDING 990 AND PEER SCHOOL INFORMATION. 5. REVIEW THE RECTOR'S PERFORMANCE. 6. AMEND, IF NECESSARY, THE RECTOR'S EMPLOYMENT CONTRACT. 7. SET COMPENSATION FOR RECTOR, OTHER OFFICERS AND KEY EMPLOYEES. 8. REVIEW AND APPROVE THE MINUTES OF THE PREVIOUS COMPENSATION COMMITTEE MEETING. THE COMPENSATION COMMITTEE REPORTS ON ITS MEETINGS TO THE FULL BOARD OF TRUSTEES AND THE ACTIONS OF THE COMPENSATION COMMITTEE ARE RATIFIED AT THE NEXT MEETING OF THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ST. PAUL'S SCHOOL MAKES AVAILABLE TO THE PUBLIC VIA ITS WEBSITE THE FOLLOWING GOVERNING DOCUMENTS: - BY-LAWS - INTERNAL REVENUE SERVICE TAX DETERMINATION LETTER - FILED FORM 990 FOR THE THREE MOST RECENT FISCAL YEARS - BOARD OF TRUSTEE COMMITTEE CHARTERS IN ADDITION, ST. PAUL'S SCHOOL MAKES THE AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE SCHOOL COMMUNITY (EMPLOYEES, PARENTS AND ALUMNI) VIA OUR SECURED PASSWORD PROTECTED WEBSITE. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP -335,032. ACTUARIAL ADJUSTMENT 2,247,391. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PAUL'S SCHOOL - E BURKE ROSS JR NEW JERSEY FINANCIAL AID FUND LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 SOUTH OCEAN BLVD | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161673430 | EIN |
| Primary Activities | FINANCIAL AID FUND | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Total Income | $369,563 | TotalIncomeAmt |
| End Of Year Assets | $5,086,901 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PAUL'S SCHOOL | BusinessNameLine1 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUST (7) | |||
| CHARITABLE TRUST | NH | ST PAUL'S SCHOOL | Yes (1) |
| POOLED INCOME FUND (1) | |||
| CHARITABLE TRUST | NH | ST PAUL'S SCHOOL | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $3,524,199 | InvolvedAmt |
| Method Of Amount Determination | FAIR VALUE | MethodOfAmountDeterminationTxt |
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