WINSOR SCHOOL INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: WINSOR SCHOOL INC (EIN 04-2105842)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-05-15
IRS object ID: 201301359349304410
Schema version: 2011v1.5
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	2013-05-15T11:22:32-05:00	Timestamp
Tax Period End Date	2012-06-30	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	2011-07-01	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	2013-05-14	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	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	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	26607747	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	29	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	28	NbrIndependentVotingMembers
Total Nbr Employees	193	TotalNbrEmployees
Total Nbr Volunteers	275	TotalNbrVolunteers
Total Gross UBI	10345	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	3839804	ContributionsGrantsPriorYear
Contributions Grants Current Year	6980837	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	15344708	ProgramServiceRevenuePriorYear
Program Service Revenue CY	15947516	ProgramServiceRevenueCY
Investment Income Prior Year	2456261	InvestmentIncomePriorYear
Investment Income Current Year	3060230	InvestmentIncomeCurrentYear
Other Revenue Prior Year	258257	OtherRevenuePriorYear
Other Revenue Current Year	374920	OtherRevenueCurrentYear
Total Revenue Prior Year	21899030	TotalRevenuePriorYear
Total Revenue Current Year	26363503	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2774429	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2623202	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	11147176	SalariesEtcPriorYear
Salaries Etc Current Year	11932061	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	147903	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	73655	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2192065	TotalFundrsngExpCurrentYear
Other Expense Prior Year	5804378	OtherExpensePriorYear
Other Expenses Current Year	6137582	OtherExpensesCurrentYear
Total Expenses Prior Year	19873886	TotalExpensesPriorYear
Total Expenses Current Year	20766500	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2025144	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	5597003	RevenuesLessExpensesCY
Total Assets BOY	90491789	TotalAssetsBOY
Total Assets EOY	92853581	TotalAssetsEOY
Total Liabilities BOY	3026827	TotalLiabilitiesBOY
Total Liabilities EOY	3134774	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	87464962	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	89718807	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	13624331	Expense
Revenue	16322436	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	2623202	Expense
Grants	2623202	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	16247533	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
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	31	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	193	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	29	NbrVotingGoverningBodyMembers
Number Independent Voting Members	28	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 (36 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	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
TREASUER	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
ELLEN GIANNUZZI
ASSISTANT CLERK	5.00	X	X	0	0	0
KERRY P BRENNAN
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
DAVIS FULKERSON
TRUSTEE	2.00	X		0	0	0
NANCY B GARDINER
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
BARTHOLOMEW J MITCHELL
TRUSTEE	2.00	X		0	0	0
JOSEPH J O'DONNELL
TRUSTEE	2.00	X		0	0	0
SAUL P PANNELL
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
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	430184	0	47388
RICHARD S BERNASCO
CHIEF FINANCIAL OFFICER	40.00		X	179072	0	40642
KATHERINE COLE
FORMER DIR. OF ADVANCEMENT	40.00			186318	0	43194	X
NANCY SKINNER
CHIEF ADVANCEMENT OFFICER	40.00			133886	0	13365		X
JENNIFER CICCARELLI
ASSISTANT DIRECTOR	40.00			137634	0	6932		X
KATHERINE GRANT
HEAD OF UPPER SCHOOL	40.00			106191	0	12957		X
KAREN GEROMINI
DIR. OF ATHLETICS & EXTERNAL PROG.	40.00			108886	0	11929		X
KENNETH WONOSKI
DIRECTOR OF BUILDINGS & GROUNDS	40.00			125847	0	14638		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1408018	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	191045	TotalOtherCompensation
Number Individuals GT100 K	10	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	1167105
CHARTWELLS COMPASS GROUP USA
PO BOX 97337	CHICAGO	IL	60693	FOOD SERVICES	664306
VANASSE HANGEN BRUSTLIN INC
99 HIGH STREET 10TH FLOOR	BOSTON	MA	021102354	CIVIL ENGINEERS	251245
FIRST STUDENT INC
15 YORK AVE	RANDOLPH	MA	02368	BUS SERVICES	212029
EDWARDS WILDMAN PALMER LLP
111 HUNTINGTON AVE	BOSTON	MA	02199	LEGAL SERVICES	170071

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	12	NumberOfContractorsGT100K
All Other Contributions	6980837	AllOtherContributions
Noncash Contributions	1246899	NoncashContributions
Total Contributions	6980837	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	TUITION AND FEES	Description
Business Code	611110	BusinessCode
Total Revenue Column	15947516	TotalRevenueColumn
Related Or Exempt Function Income	15947516	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	15947516	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	900888	TotalRevenueColumn
Unrelated Business Revenue	10345	UnrelatedBusinessRevenue
Exclusion	$890,543	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	2403586	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	244244	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	2159342	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2159342	TotalRevenueColumn
Exclusion	$2,159,342	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER REVENUE	Description
Business Code	611110	BusinessCode
Total Revenue Column	374920	TotalRevenueColumn
Related Or Exempt Function Income	374920	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	374920	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	26363503	TotalRevenueColumn
Related Or Exempt Function Income	16322436	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	10345	UnrelatedBusinessRevenue
Exclusion	$3,049,885	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	2623202	Total
Program Services	2623202	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	937054	Total
Program Services	466706	ProgramServices
Management And General	232056	ManagementAndGeneral
Fundraising	238292	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	8817026	Total
Program Services	7089109	ProgramServices
Management And General	626522	ManagementAndGeneral
Fundraising	1101395	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	580300	Total
Program Services	451772	ProgramServices
Management And General	46854	ManagementAndGeneral
Fundraising	81674	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	916592	Total
Program Services	745213	ProgramServices
Management And General	56972	ManagementAndGeneral
Fundraising	114407	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	681089	Total
Program Services	542547	ProgramServices
Management And General	47929	ManagementAndGeneral
Fundraising	90613	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	49547	Total
Management And General	49547	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	109825	Total
Management And General	109825	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	73655	Total
Fundraising	73655	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	348714	Total
Management And General	348714	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	504535	Total
Program Services	297894	ProgramServices
Management And General	9542	ManagementAndGeneral
Fundraising	197099	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	282645	Total
Program Services	282645	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	99087	Total
Program Services	57265	ProgramServices
Management And General	14467	ManagementAndGeneral
Fundraising	27355	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	114808	Total
Program Services	62357	ProgramServices
Management And General	42942	ManagementAndGeneral
Fundraising	9509	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1115073	Total
Program Services	1115073	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	114836	Total
Management And General	114836	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
FOOD SERVICES	696035	602060	17683	76292
SUPPLIES	383450	289388	55495	38567
TRANSPORTATION	366012	366012
BOOKS	283416	275464	953	6999

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1669599	Total
Program Services	980826	ProgramServices
Management And General	552565	ManagementAndGeneral
Fundraising	136208	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	20766500	Total
Program Services	16247533	ProgramServices
Management And General	2326902	ManagementAndGeneral
Fundraising	2192065	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	4190033	BOY
EOY	8008701	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	702651	BOY
EOY	412443	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	98770	BOY
EOY	32220	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	81176	BOY
EOY	82342	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	183414	BOY
EOY	927456	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	38750450	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	14025534	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	23363190	BOY
EOY	24724916	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	17106571	BOY
EOY	15034264	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	44765984	BOY
EOY	43631239	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	90491789	BOY
EOY	92853581	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1560604	BOY
EOY	1851159	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	629623	BOY
EOY	512531	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	836600	BOY
EOY	771084	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3026827	BOY
EOY	3134774	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	46156105	BOY
EOY	50387255	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	17251886	BOY
EOY	15221107	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	24056971	BOY
EOY	24110445	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	87464962	BOY
EOY	89718807	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	90491789	BOY
EOY	92853581	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	5597003	ReconcilationRevenueExpenses
Reconcilation Other Changes	-3343158	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	61522884	BeginningOfYearBalance
Investment Earnings Or Losses	-781643	InvestmentEarningsOrLosses
Other Expenditures	2377776	OtherExpenditures
End Of Year Balance	58363465	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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	0.33900	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.41220	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.24880	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	27892717	OtherCostOrOtherBasis
Depreciation	9507365	Depreciation
Book Value	18385352	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4972175	OtherCostOrOtherBasis
Depreciation	4518169	Depreciation
Book Value	454006	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4878814	OtherCostOrOtherBasis
Book Value	4878814	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	24724916	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
LIMITED LIABILITY PARTNERSHIPS AND COMPANIES	43329201	F
POOLED INCOME FUND AT MARKET VALUE	302038	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	43631239	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
FUNDS HELD FOR OTHERS	$209,578
TUITION DEPOSITS	$546,475
DEFERRED LIABILITY-POOLED INCOME FUND	$15,031

Field	Value	IRS element (for citing)
Total Of Amounts	771084	TotalOfAmounts
Total Revenue	26363503	TotalRevenue
Total Expenses	20766500	TotalExpenses
Excess Or Deficit For Year	5597003	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-3493158	NetUnrealizedGLOnInvestments
Other	$150,000	OtherAmount
Total Adjustments	-3343158	TotalAdjustments
Excess Or Deficit Per FS	2253845	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	19898429	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-3493158	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-3493158	RevenueNotRptdF990
Revenue Subtotal	23391587	RevenueSubtotal
Investment Expenses Not Included	348714	InvestmentExpensesNotIncluded
Other Revenues Not Included	2623202	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	2971916	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	26363503	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	17644584	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	17644584	ExpensesSubtotal
Investment Expenses Not Included2	348714	InvestmentExpensesNotIncluded2
Other Expenses Not Included	2773202	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	3121916	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	20766500	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 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:	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 8 - OTHER ADJUSTMENTS:		PLEDGES WRITTEN OFF 150,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS:		FINANCIAL AID NETTED AGAINST TUITION REVENUE 2,623,202.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:		FINANCIAL AID NETTED AGAINST TUITION REVENUE 2,623,202. PLEDGES WRITTEN OFF 150,000.

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	73655	AmountRetainedByContractor
Net To Organization	0	NetToOrganization

Field	Value	IRS element (for citing)
Total Retained By Contractors	73655	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	95	NumberOfRecipients
Amount Of Cash Grant	2623202	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 (3 entries)

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
347293	0	0	0	82891	0	19990	0	27398	0	477572	0	0	0
RICHARD S BERNASCO
178711	0	0	0	361	0	19090	0	21552	0	219714	0	0	0
KATHERINE COLE
185764	0	0	0	554	0	19748	0	23446	0	229512	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	10	NumberOfContributions
Noncash Contribs Rptd F990	1246899	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 (6 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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.
FORM 990, PART XI, LINE 5:	NET UNREALIZED LOSSES ON INVESTMENTS: -3,493,158. PLEDGES WRITTEN OFF 150,000. TOTAL TO FORM 990, PART XI, LINE 5: -3,343,158.	CHANGES IN NET ASSETS OR FUND BALANCES: