2012-03-02T07:46:11-06:00 2011-06-30 ROBINSON GRIMES & COMPANY PC PO BOX 4299 COLUMBUS GA 31914 990 2010-07-01 586003670 BROOKSTONE SCHOOL INC BROO 7063241392 440 BRADLEY PARK DRIVE COLUMBUS GA 319042989 FRANK BONNER 7063241392 2011-12-13 1 JACK J PEASE III CPA 7063245435 2010 2016-02-24 21:20:13Z FRANK BONNER 440 BRADLEY PARK DRIVE COLUMBUS GA 319042989 19199828 0 X WWW.BROOKSTONESCHOOL.ORG X 1959 GA BROOKSTONE SCHOOL, INC. IS A PRIVATE SCHOOL PROVIDING QUALITY EDUCATION TO PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 32 32 232 325 0 0 2532801 4384740 9610637 10055883 363510 742270 124436 122644 12631384 15305537 0 0 0 0 8518311 8561359 0 0 453033 5053954 5545030 13572265 14106389 -940881 1199148 60321858 63857062 4252825 3958884 56069033 59898178 BROOKSTONE SCHOOL, INC. IS A PRIVATE SCHOOL PROVIDING QUALITY EDUCATION TO PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 0 0 12206943 10178527 PRIVATE SCHOOL - PROVIDING QUALITY EDUCATION AND RELATED ACTIVITIES AND AUXILIARY SERVICES TO APPROXIMATELY 783 STUDENTS - PRE-KINDERGARTEN THROUGH TWELFTH GRADE.THE ORGANIZATION RECOGNIZED CONTRIBUTIONS IN THE AMOUNT OF $3,560 FOR THE USE OF FACILITIES AND RELATED EXPENSES IN THE AMOUNT OF $3,560. 12206943 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 29 0 1 232 1 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 GA X BROOKSTONE SCHOOL INC 7063241392 440 BRADLEY PARK DRIVE COLUMBUS GA 319042989 RAJ ALAPPAN X 0 0 0 MRS DAN AMOS X 0 0 0 CATHERINE BICKERSTAFF X 0 0 0 TOM BLACK X 0 0 0 WILLIAM BLANCHARD X 0 0 0 STEPHEN BUTLER X 0 0 0 DR MARC S GOLDMAN X 0 0 0 MRS JOSEPH R LEWIS JR X 0 0 0 JASON B BRANCH X 0 0 0 LINDA HADLEY X 0 0 0 MRS B H HARDAWAY III X 0 0 0 CHARLES HASTY JR X 0 0 0 MRS H BANKS CARROLL X 0 0 0 EDWARD HUDSON X 0 0 0 WILLIAM HUFF X 0 0 0 MRS RODERICK HUNTER X 0 0 0 MRS DAVID JAMES JR X 0 0 0 JACK KEY III X 0 0 0 DR ME E THORNE JR X 0 0 0 MRS DONALD LEEBERN JR X 0 0 0 MR RICHARD WADDELL X 0 0 0 ROBERT MARTIN JR X 0 0 0 LELAND MCCLUSKEY X 0 0 0 MRS WRIGHT B WADDELL X 0 0 0 MRS FRANCIS NORMAN X 0 0 0 RICHARD NORMAN X 0 0 0 MARY SCHLEY X 0 0 0 JOSEPH SMITH JR X 0 0 0 CHARLES STAPLES X 0 0 0 HENRY SWIFT JR X 0 0 0 MATHEWS SWIFT X 0 0 0 JOHN TURNER X 0 0 0 WILLIAM TURNER X 0 0 0 WILLIAM H WHITE X 0 0 0 WILLIAM WOOLFOLK III X 0 0 0 MR TRAVIS F WADE X 0 0 0 MRS JOE B YOUNG X 0 0 0 BRIAN KENNERLY 40.00 X X X 124325 0 13464 FRANK BROWN 40.00 X X 100216 0 0 TODD STANFILL 40.00 X 101530 0 21023 FRANK BONNER 40.00 X 93579 0 13648 MARCIA MATHIS 40.00 X 96558 0 4977 WINDLE MCKENZIE 40.00 X 94278 0 4977 CATHERINE TROTTER 40.00 X 85366 0 13629 CHRIS MOORE 40.00 X 71752 0 21646 CASSANDRA KENNON 40.00 X 58671 0 4894 826275 0 98258 3 0 0 0 SODEXHO INC & AFFILIATES PO BOX 905374 CHARLOTTE NC 28290 FOOD & MAINTENANCE SERVICES 1093940 VIRTUCOM INC 6610 BAY CIRCLE SUITE E NORCROSS GA 30071 TECHNICAL SERVICES 268131 SE YOUL YOON 2917 EMORY ST COLUMBUS GA 31903 JANITORIAL SERVICES 222100 COLUMBUS BANK & TRUST PO BOX 120 COLUMBUS GA 31902 INVESTMENT MANAGEMENT FEES 129503 4 4384740 820069 4384740 TUITION & FEES 611710 9335583 9335583 AUXILIARY PROGRAMS 611710 720300 720300 10055883 484263 484263 4152298 3894291 258007 258007 258007 OTHER INCOME 611710 122644 122644 122644 15305537 10178527 0 742270 924533 467236 457297 5651431 5115930 323421 212080 356190 307160 49030 1150859 971225 82807 96827 478346 406128 56793 15425 7874 7494 380 129503 86865 32098 10540 64264 61167 3097 2952 1937 762 253 620185 590290 29895 71510 46916 18470 6124 1655208 1655208 77748 74000 3748 EDUCATION & AUXILIARY P 1305387 856438 337165 111784 TECHNOLOGY & CAFETERIA 895927 878917 17010 MAINTENANCE 714472 680032 34440 14106389 12206943 1446413 453033 2308330 2223238 85092 0 1380429 1082314 5414076 6291647 1076032 1901219 113511 131215 368247 312196 42475908 15601854 28206704 26874054 17131877 20442516 6488196 6685617 142786 136284 60321858 63857062 1126892 846015 3125933 3112869 4252825 3958884 X 35109142 34217505 7993815 10947649 12966076 14733024 56069033 59898178 60321858 63857062 X 1199148 2629997 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17047571 46000 2251267 19344838 16256756 308626 482189 17047571 17389170 348803 -1481217 16256756 0.23840 0.76160 0 0 2131856 2131856 34614240 11358936 23255304 5710948 4242918 1468030 18864 18864 26874054 CHARITABLE TRUSTS-NET OF DISCOUNTS TO PRESENT VALUE 6685617 F 6685617 15305537 14106389 1199148 2432576 197421 2629997 3829145 17939094 2432576 3560 197421 2633557 15305537 0 15305537 14109949 3560 3560 14106389 0 14106389 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO PROVIDE FOR THE ENRICHMENT OF SCHOOL PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48 FOOTNOTE: GAAP REQUIRES RECOGNITION OF A LIABILITY FOR THE BENEFIT RESULTING FROM ANY UNCERTAIN TAX POSITIONS TAKEN BY THE SCHOOL. THE INCOME TAX RETURNS OF THE SCHOOL ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES WITHIN STANDARD STATUTE OF LIMITATIONS PERIODS. BASED ON EVALUATION OF THE SCHOOLS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECT OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET CHANGE IN PRESENT VALUE OF INVESTMENTS IN CHARITABLE TRUSTS 197,421. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN PRESENT VALUE OF INVESTMENTS IN CHARITABLE TRUSTS 197,421. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 BROOKSTONE SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. WILLIAM BLANCHARD BOARD MEMBER MR. BLANCHARD SERVES AS AN OFFICER AT COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 TRAVIS WADE BOARD MEMBER MR. WADE IS AN EMPLOYEE AT COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 WILLIAM B TURNER BOARD MEMBER MR. TURNER SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 STEPHEN BUTLER BOARD MEMBER MR. BUTLER SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 JOHN TURNER BOARD MEMBER MR. TURNER SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 LINDA HADLEY BOARD MEMBER MRS. HADLEY SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 WILLIAM WHITE BOARD MEMBER MR. WHITE SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 MATHEWS SWIFT BOARD MEMBER MR. SWIFT SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 RICHARD WADDELL BOARD MEMBER MR. WADDELL SERVES AS A DIRECTOR ON THE BOARD OF COLUMBUS BANK AND TRUST, THE ORGANIZATION'S PRINCIPAL BANK. 0 ROBERT C MARTIN BOARD MEMBER MR. MARTIN IS AN ATTORNEY AT HATCHER-STUBBS, THE ORGANIZATION'S PRINCIPAL LEGAL COUNSEL 0 CHARLES T STAPLES BOARD MEMBER MR. STAPLES IS AN ATTORNEY AT HATCHER-STUBBS, THE ORGANIZATION'S PRINCIPAL LEGAL COUNSEL 0 X 30 820069 FAIR MARKET VALUE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: A THIRD-PARTY BROKER SELLS THE SECURITY CONTRIBUTIONS AT FAIR MARKET VALUE ON THE DATE OF THE GIFT. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE 6 FAMILY RELATIONSHIPS AND 11 BUSINESS RELATIONSHIPS THAT EXIST AMONG THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT WELL KNOWN TO THE ORGANIZATION AND EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. A DRAFT COPY OF THE 990 IS SENT TO THE CHIEF FINANCIAL OFFICER WHO REVIEWS THE 990 AND THEN FORWARDS TO THE CHAIRMAN OF THE BOARD'S FINANCE COMMITTEE AND THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR THEIR REVIEW OF THE 990. ONCE APPROVED, THE CHIEF FINANCIAL OFFICER SIGNS THE FORM 8879-EO CONSENT FORM AND RETURNS TO THE CPA. THE CPA THEN ELECTRONICALLY SUBMITS THE 990 TO THE IRS BY THE DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS AND MONITORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THAT THE ORGANIZATION MAY HAVE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE HEADMASTER BASED ON THE STUDIES OBTAINED FROM AN INDEPENDENT CONSULTANT. THE COMPENSATION IS APPROVED FOR A 3 YEAR CONTRACT AND RE-DETERMINED AT THE END OF THIS PERIOD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND EITHER MAILS, EMAILS, OR FAXES THE APPLICABLE DOCUMENTS TO THE RECIPIENT DEPENDING ON THE PARTICULAR CIRCUMSTANCES. IN ADDITION, THE ORGANIZATION'S 990 IS REPORTED ON GUIDESTAR.COM EACH YEAR FOR GENERAL PUBLIC REVIEW. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,432,576. NET CHANGE IN PRESENT VALUE OF INVESTMENTS IN CHARITABLE TRUSTS 197,421. TOTAL TO FORM 990, PART XI, LINE 5: 2,629,997. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT PROCESS.