2013-07-15T08:34:03-05:00 2012-08-31 542076905 BST ADVISORS LLC 26 COMPUTER DRIVE WEST ALBANY NY 12205 990 2011-09-01 980013401 ST STEPHEN'S SCHOOL STST 2125057409 15 GRAMERCY PARK SO NEW YORK NY 10003 JEFF SCHON 2125057409 2013-07-15 1 KEVIN T MCGRATH P00134182 5184596700 2011 2016-02-24 21:20:13Z JEFF SCHON 326 WILTON ROAD WESTPORT CT 06880 11124208 0 X WWW.SSSROME.IT X 1962 CT EDUCATIONAL (HIGH SCHOOL) 28 28 13 29 0 0 273296 262319 8087101 7478068 47924 137032 1075518 906159 9483839 8783578 0 0 0 0 4482578 3936505 0 0 131463 4668651 4393537 9151229 8330042 332610 453536 9694258 9302011 6437598 5674275 3256660 3627736 REVENUES PROVIDE FOR THE PRIMARY OBJECTIVES OF THE SCHOOL: ACADEMIC EXCELLENCE, THE FOSTERING OF SENSE OF FELLOWSHIP AMONG STUDENTS AND FACULTY, AND THE PROMOTION OF STUDENTS AS INDEPENDENT, RESPONSIBLE AND RESPONSIVE CONTRIBUTING MEMBERS OF THE LARGER WORLD COMMUNITY. 0 0 6198737 11638 8412184 CO-ED HIGH SCHOOL (THE SCHOOL) OPERATES IN ROME, ITALY. THE SCHOOL IS OPEN TO AMERICANS AND STUDENTS FROM OTHER COUNTRIES. MULTI-RACIAL STUDENT BODY. CURRENTLY, 260 STUDENTS ARE ENROLLED. 6198737 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 13 1 0 1 IT 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 0 0 0 X X X THE ORGANIZATION 2125057409 VIA AVENTINA 3 ROME IT 06901 F THOMAS ADEN 0.50 X 0 0 0 STEPHEN ALTSCHUL 0.50 X 0 0 0 CHRISTIAN BASTIAN 0.50 X 0 0 0 JOHN BEESON 0.50 X 0 0 0 ANNE FISK BERGAN 0.50 X 0 0 0 SANDRA CRAIG 0.50 X 0 0 0 VERDELLA CARACCIOLO DE BENEDICTIS 0.50 X 0 0 0 ERICA M DORNBURG 0.50 X 0 0 0 MASSIMO ELSER 0.50 X 0 0 0 FRED H GAGE 0.50 X 0 0 0 THOMAS GALDY 0.50 X 0 0 0 WILLIAM GRUY 0.50 X 0 0 0 HELEN HANNICK 0.50 X 0 0 0 GEORGE KLOPFER 0.50 X 0 0 0 FIONA LECKIE 0.50 X 0 0 0 CARMEN MOAURO 0.50 X 0 0 0 ELIZABETH MORRIS 0.50 X 0 0 0 DEBORAH PACKER MUMM 0.50 X 0 0 0 DUNCAN POLLOCK 0.50 X 0 0 0 DANIEL SALVIONI 0.50 X 0 0 0 JEFFREY SCHON 0.50 X X 0 0 0 HARVEY STONE 0.50 X 0 0 0 DEBORAH DOSTERT 48.00 X 94356 0 0 ROHIT THOMAS AGGARWALA 0.50 X 0 0 0 GIOVANNI DIANA 0.50 X 0 0 0 LESLEY MURPHY 38.00 X 113508 0 6305 RICHARD M ROUTHIER 0.50 X 0 0 0 207864 0 6305 1 0 0 0 F LLI SEBASTIANI SNC VIA VELLETRI 9 ROMA IT 00040 BUILDING IMPROVEMENTS 563089 VIVENDA SPA VIA ALTOLISEI 25 ROMA IT 00173 CATERING AND FOOD SUPPLIES 459508 2 90256 11638 160425 262319 TUITION AND FEES 611600 7478068 7478068 7478068 110128 110128 2364497 2337593 26904 26904 26904 0 90256 3037 -3037 -3037 SCHOOL LUNCH PROGRAM 611710 344043 344043 OTHER INCOME 611710 295079 295079 STUDENT TRIPS 611710 270074 270074 909196 8783578 8387264 0 133995 140483 56614 83869 3110469 2199175 814294 97000 10938 2979 7959 674615 485173 179466 9976 13500 13500 62510 62510 16329 16329 621157 403752 211193 6212 685964 548771 130333 6860 GENERAL ADMINISTRATION 657654 394593 256484 6577 FINANCIAL AID 526580 526580 STUDENT SERVICES 524176 524176 OTHER EXPENSES 483751 255008 223905 4838 801916 801916 8330042 6198737 1999842 131463 2062862 1613997 2780866 1855841 1975 0 76207 39512 509852 414118 7273768 5704651 1632163 1569117 2630333 3809426 9694258 9302011 237517 333778 1555093 1195410 4644988 4145087 6437598 5674275 X 0 0 0 0 3256660 3627736 3256660 3627736 9694258 9302011 X 453536 -82460 X 0 1 0 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5836984 4560986 1275998 975463 817815 157648 461321 325850 135471 1569117 IRONGATE GLOBAL STRATEGY FUNDS 105054 F OTHER INVESTMENTS 3704372 F 3809426 ADVANCES ON TUITION 2901555 OTHER LIABILITIES 1243532 4145087 8783578 8330042 453536 39013 -121473 -82460 371076 8550120 39013 -272471 -233458 8783578 0 8783578 8330042 0 8330042 0 8330042 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ST. STEPHEN'S IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE NEW YORK STATE LAW. ST. STEPHEN'S HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. MANAGEMENT EVALUATED ST. STEPHEN'S TAX POSITIONS, CONCLUDING THAT ST. STEPHEN'S IS EXEMPT FROM TAXES AND NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AND ALSO THAT ST. STEPHEN'S HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS. FORMS 990 FILED BY ST. STEPHEN'S ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. FORMS 990 FILED BY ST. STEPHEN'S ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED AUGUST 31, 2008, AND PRIOR. PART XI, LINE 8 - OTHER ADJUSTMENTS: CURRENCY EXCHANGE RATE -121,473. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON FOREIGN CURRENCY TRANSLATION -272,471. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL MAKES IT RACIALLY NONDISCRIMINATORY POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES ASSISTANCE FROM THE GOVERNMENT FOR SUPPORTING FINANCIAL AID. 0 ROME, ITALY 1 56 PROGRAM SERVICES EDUCATION;LISTTOTAL 9027434 8317933 1 56 0 0 1 56 8317933 0 8317933 FINANCIAL AID ASSISTANCE ROME, ITALY 36 477110 REDUCTION OF EDUCATION COSTS FMV 0 0 0 0 0 0 2011 GALA BENEFIT DINNER 90256 90256 3037 0 90256 90256 3037 3037 -3037 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WHO HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS EXAMINED BY THE ITALIAN EXTERNAL AUDITOR AND UPON APPROVAL, IT IS SUBMITTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR SIGNING. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S POLICY MANUAL IS AVAILABLE THROUGH THE SCHOOL'S WEBSITE. HARD COPIES ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 39,013. CURRENCY EXCHANGE RATE -121,473. TOTAL TO FORM 990, PART XI, LINE 5: -82,460.