2012-03-08T11:37:10-06:00 2011-06-30 DIXON HUGHES GOODMAN LLP 110 EXCHANGE STREET SUITE G DANVILLE VA 24541 990 2010-07-01 540505878 CHATHAM HALL CHAT 4344322941 800 CHATHAM HALL CIRCLE CHATHAM VA 24531 RONALD MERRICKS 4344322941 2012-03-01 1 CATHY LILES 4347925334 2010 2016-02-24 21:20:13Z RONALD MERRICKS 800 CHATHAM HALL CIRCLE CHATHAM VA 24531 16993253 0 X WWW.CHATHAMHALL.COM X 1894 VA PRIVATE SCHOOL 19 19 104 0 0 0 3294237 2589984 4678180 4642399 1527133 836262 0 0 9499550 8068645 0 0 0 0 3620610 3992115 0 0 305747 5823125 7328864 9443735 11320979 55815 -3252334 76233573 81196001 4955929 5254432 71277644 75941569 PRIVATE SCHOOL 0 0 9914319 BOARDING SCHOOL OF APPROX. 123 STUDENTS, GRADES 9-12.FULL CURRICULUM OF PREP. SUBJECTS WITH SUPPORTINGACTIVITIES, ATHLETICS, CHAPEL AND RIDING. SCHOLARSHIPSAWARDED THROUGH TUITION DEDUCTION. NO GRANTS ORALLOCATIONS INCLUDED IN TOTAL. 9914319 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 90 0 1 104 1 0 1 BD 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X RONALD MERRICKS 4344322941 800 CHATHAM HALL CIRCLE CHATHAM VA 24531 DORA THOMAS 10.00 X X 0 0 0 JULIA KASHKASHIAN 2.00 X 0 0 0 STACEY GOODWIN 10.00 X X 0 0 0 KATHARINE CHANDLER 2.00 X X 0 0 0 PATRICIA FREDERICK 2.00 X 0 0 0 ROBIN STUART 2.00 X 0 0 0 PENELOPE WILSON 2.00 X 0 0 0 LISA MOORE 2.00 X 0 0 0 SARAH FINN 2.00 X 0 0 0 NINA BOTSFORD 2.00 X 0 0 0 LUCY BARRETT 2.00 X 0 0 0 KATHERINE HAROLDSON 2.00 X 0 0 0 TRACY SPENCER 10.00 X X 0 0 0 JERRY CLARK 2.00 X 0 0 0 BELK DAUGHTRIDGE 2.00 X 0 0 0 DOUG GOLDSTEIN 2.00 X 0 0 0 SUSAN GROSS 2.00 X 0 0 0 ROBERT MCIVER 2.00 X 0 0 0 GARY J FOUNTAIN 40.00 X X 191168 0 19116 KYLE KAHUDA 40.00 X 0 0 0 RONALD MERRICKS 40.00 X X 91166 0 9116 MARTHA GRISWOLD 40.00 X 0 0 0 VICKI WRIGHT 40.00 X 0 0 0 282334 0 28232 1 0 1 0 0 2589984 271173 2589984 TUITION 611710 4395350 4395350 FEES AND OTHER SUPPORT 611710 124905 124905 OTHER 611710 122144 122144 4642399 1055764 1055764 8264005 441101 7884156 1040452 379849 -599351 -219502 -219502 8068645 4642399 0 836262 282334 91166 191168 2855540 2138380 514668 202492 197085 197085 432416 432416 224740 224740 33150 33150 316598 284934 31664 94992 29783 38462 26747 281229 266292 14774 163 177351 110434 55430 11487 2012 2012 4575 2408 2167 173738 173738 1003427 1003427 85257 85257 SCHOLARSHIPS AND GRANTS 1834575 1834575 RESTRICTED EXPENDITURES 1475342 1475342 STUDENT SUPPORT 455297 455297 OPERATIONS AND MAINTENA 379883 379883 INSTRUCTION 185436 185436 826002 543726 217418 64858 11320979 9914319 1100913 305747 357669 72767 11766647 2760506 143504 141535 132450 135962 30496919 13269856 17750337 17227063 45938455 60714130 144511 144038 76233573 81196001 30509 310241 325420 456191 4600000 4488000 4955929 5254432 X 18434474 17019968 8560997 13275299 44282173 45646302 71277644 75941569 76233573 81196001 X -3252334 7916259 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53216575 2318811 9318123 4808035 60045474 51221267 2849208 2034482 2888382 53216575 25458513 33406113 -5371262 2272097 51221267 1 0 144272 144272 23011195 8709615 14301580 7341452 4560241 2781211 17227063 8068645 11320979 -3252334 7882510 33749 7916259 4663925 14150329 7882510 33749 7916259 6234070 1834575 1834575 8068645 9486404 0 9486404 1834575 1834575 11320979 PART V, LINE 4: THE SCHOOL INTENDS TO MAXIMIZE THE TOTAL RETURN ON ITS RETURN ON ENDOWMENT FUNDS, AND, AS SPECIFIED IN THE UNDERLYING AGREEMENTS, IT USES THE SPENDABLE PORTION FOR PURPOSES OF THE FOLLOWING: AWARDING SCHOLARSHIPS AND SCHOOL OPERATING EXPENSES. PART XI, LINE 8- OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS: $33,749 PART XII, LINE 2D- OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS: $33,749 PART XII, LINE 4B- OTHER ADJUSTMENTS: INSTITUTIONAL SCHOLARSHIPS: $1,834,575 PART XIII, LINE 4B- OTHER ADJUSTMENTS: INSTITUTIONAL SCHOLARSHIPS: $1,834,575 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 THE POLICY OF NON-DISCRIMINATION IS WRITTEN IN ALL SOLICITATION PUBLICATIONS EUROPE 0 0 PROGRAM SERVICESPROGRAM SERVICES ADMISSIONS EXPENSES 4457 CENTRAL AMERICA 0 0 PROGRAM SERVICES ADMISSIONS EXPENSES 1591 SOUTH AFRICA 0 0 PROGRAM SERVICES ADMISSIONS EXPENSES 266 NORTH AMERICA 0 0 PROGRAM SERVICES ADMISSIONS EXPENSES 1496 0 0 0 0 0 0 7810 0 7810 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 GARY J FOUNTAIN 191168 0 0 0 0 0 0 0 0 19116 191168 19116 0 0 RONALD MERRICKS INDUSTRIAL DEVELOPMENT AUTHORITY OF DANVILLE VIRGINIA 521321074 2007-12-01 4600000 EDUCATIONAL FACILITIES REVENUE 0 0 0 4600000 100064 4600000 2009 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 1 5000 FOSSILS APPRAISAL X HORSES 9 212000 APPRAISAL VALUE X LICENSE TO USE 26 PHOTOGRAPHIC IMAGES 1 39000 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A NEW MEMBERS OF THE BOARD ARE VOTED ON BY CURRENT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 ACCOUNTING PERSONNEL REVIEW THE 990 FOR ACCURACY AND THE BOARD OF TRUSTEES ARE GIVEN A COPY OF THE 990 FOR THEIR REVIEW AND APPROVAL BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS THE CONFLICT OF INTEREST POLICY AND ALL MEMBERS ARE REQUIRED TO SIGN THE POLICY EACH FALL AT THE REGULAR BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE RECTOR IS REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE MAINTAINED IN THE ACCOUNTING OFFICE OF THE SCHOOL. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 7,882,510. SPLIT INTEREST AGREEMENTS 33,749. TOTAL TO FORM 990, PART XI, LINE 5: 7,916,259. SCHEDULE O LINE 2C AUDIT COMMITTEE ASSUMES RESONSIBILITY.