2012-03-22T08:45:20-05:00 2011-06-30 Charles Heaven & Co 207-231 Bank St Waterbury CT 06702 990 2010-07-01 060646961 WESTOVER SCHOOL INC WEST 2037582423 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 STEVEN H LADD 2037582423 2012-03-19 Bart R Cutrali CPA 2037534101 2010 2016-02-24 21:20:13Z STEPHEN LADD 1237 WHITTEMORE ROAD MIDDLEBURY CT 06762 30378286 0 X www.westoverschool.org X 1909 CT The mission of Westover School is to provide an environment that inspires the intellectual, artist, athlete, and philosopher in each student. Westover challenges young women to think independently, to embrace diversity, and to grow intellectually and spiritually. Westover encourages in each student integrity, responsibility, and commitment to community. 25 25 129 281 179442 -36307 9319135 4522337 7938269 8516298 4902632 3670351 0 0 22160036 16708986 2681159 2720258 0 0 5262195 5670419 0 0 1084361 5282004 4761408 13225358 13152085 8934678 3556901 72081053 79226444 15095005 14320074 56986048 64906370 X The mission of Westover School is to provide an environment that inspires the intellectual, artist, athlete, and philosopher in each student. Westover challenges young women to think independently, to embrace diversity, and to grow intellectually and spiritually. Westover encourages in each student integrity, responsibility, and commitment to community 0 0 9395755 8295266 The program services rendered are those associated with college prep. institutions. These include, providing an enviroment suitable for the education, dormitory service, textbooks and supplies and athletic facilities including use of the facilities by other organizations for the same purposes. 9395755 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 46 0 129 1 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X STEPHEN LADD 2037582423 WHITTEMORE RD Middlebury CT 06762 HOLLY KENNEDY PASSANTINO X 0 0 0 BARBARA SABIA 40.00 X X 134566 0 20000 SARA BELCHER WARDELL X 0 0 0 EDIE GLASSMEYER HIELMAN X 0 0 0 JEFFREY R JAY MD X 0 0 0 FREDERIC CLARKE X 0 0 0 MUFFIE CLEMENT GREEN X X 0 0 0 JOHN MAGERIA X X 0 0 0 MATTHEW M MEEHAN X 0 0 0 LOUISA JONES PALMER X X 0 0 0 BLAIR STAMBAUGH X 0 0 0 KAREN PHILLIPS X X 0 0 0 MARY MAIER WALKER X 0 0 0 ELEONOR ACHESON X 0 0 0 MARY DUNCAN X 0 0 0 ELISABETH GOLDEN X 0 0 0 LAURA WALLACE HOUGHTON X 0 0 0 STEPHEN CLARK X 0 0 0 CASSANDRA WHITE SWEENEY X 0 0 0 CHRISTINE MCINTOSH COFFIN X 0 0 0 NANCY JOHNSON WEAVER X 0 0 0 KATRINA WAGNER X 0 0 0 FRANCENE YOUNG X 0 0 0 ANITA MONTGOMERY X 0 0 0 HELEN TRUMBULL X 0 0 0 ANTOINETTE HAMNER X 0 0 0 ANN POLLINA 40.00 X 199718 0 21600 STEPHEN LADD 40.00 X 125724 0 0 460008 0 41600 3 0 1 0 Aramark Corporation PO Box 198532 Atlanta GA 303848532 Food Services 970187 MJ Fahy & Sons 20 Judd Street Waterbury CT 06702 Plumbing Services 194211 2 4522337 4522337 TUITION AND FEES 611110 8295266 8295266 221032 179442 41590 8516298 1030943 1030943 16308708 13669300 2639408 2639408 2639408 16708986 8295266 179442 3711941 2720258 2720258 4569031 2711882 1251303 605846 244274 154636 67654 21984 509922 325231 128084 56607 347192 205781 77751 63660 13040 13040 34500 34500 270594 404 270190 227721 150553 25810 51358 51318 3982 45961 1375 132113 39191 45120 47802 122291 67307 18283 36701 688500 670342 18158 109781 45552 44168 20061 337960 337960 765837 765837 121440 121440 Food dining hall 821327 821327 Departmental Supplies a 356569 351919 4650 Printing and Publicatio 166037 33792 37882 94363 Special events 145700 60108 14450 71142 Annuity payments 120448 120448 276232 146213 116557 13462 13152085 9395755 2671969 1084361 134333 10498 403658 354179 7836916 6476584 125681 261567 508856 588218 54331 46298 29463 28581 34455415 10801182 23328175 23654233 33878930 41452411 4842564 5387080 938146 966795 72081053 79226444 2370875 1754002 1085243 1309401 8735000 8470000 223131 123126 2680756 2663545 15095005 14320074 X 20330396 27293263 9063536 7039583 27592116 30573524 56986048 64906370 72081053 79226444 X 3556901 4363421 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38721495 2967704 7707715 2557423 46839491 34049934 1930642 4099576 1358657 38721495 43305283 570000 -7438723 2386626 34049934 0 0 28552888 7919446 20633442 3148627 2522964 625663 2753900 358772 2395128 23654233 COMMON FUND HEDGE 1486929 F COMMON FUND GLOBAL HEDGE 1277333 F COMMON FUND COMMODITIES 830038 F COMMON FUND DISTRESSED DEBT 608422 F COMMON FUND NATURAL RESOURCES V 890917 F COMMON FUND NATURAL RESOURCES VIII 293441 F 5387080 Interest Rate Swap 863545 Obligation for investment commitment 1800000 2663545 16708986 13152085 3556901 4331506 31915 4363421 7920322 20670158 4331506 4331506 16338652 270190 100144 370334 16708986 12767047 17211 17211 12749836 270190 132059 402249 13152085 Description of Intended Use of Endowment Funds: Part V, Line 4: PROVIDE FUNDS FOR THE SCHOOLS OPERATIONS AND PROGRAMS INCLUDING FINANCIAL AID, FACULTY SUPPORT AND PLANT MAINTENANCE AND OTHER EXPENSES Part XII, Line 4b - Other Adjustments: Summer Programs 100,144. Part XIII, Line 2d - Other Adjustments: Interest Rate Swap 17,211. Part XIII, Line 4b - Other Adjustments: Summer Programs 132,059. THE ADJUSTMENT IS FOR REALIZED LOSSES ON THE SALE OF SECURITIES. THE ADJUSTMENT IS ON UNREALIZED LOSSES ON SECURITIES. 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 SCHOLARSHIPS ARE BASED ON FINANCIAL NEED NEWSPAPER ADVERTISING 0 FINANCIAL AID AND SCHOLARSHIPS 209 2720257 TUITION RATES AND FEES SET BY THE SCHOOL X X 0 0 0 0 0 0 0 0 0 0 0 BARBARA SABIA 134566 0 0 0 0 0 0 0 20000 0 154566 0 0 0 ANN POLLINA 199718 0 0 0 0 0 0 0 21600 0 221318 0 0 0 Part I, Line 1a THE SCHOOL PROVIDES HOUSING FOR THE HEAD OF THE SCHOOL SO THAT SHE MAY PERFORM HER DUTIES AND BE AVAILABLE FOR FUND RAISING AND OTHER SOCIAL ACTIVITIES ASSSOCIATED WITH A PRIVATE SECONDARY SCHOOL. PERSONAL SERVICES ARE PROVIDED FOR THE UPKEEP AND MAINTANCE OF THE RESIDENCE AND ITS GROUNDS. STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 20774UNU5 2007-07-01 9180000 REFUNDING OF WESTOVER SCHOOL ISSUE SERIES A DATED NOVEMBER 1,2000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 39 Quoted Market 0 0 0 Form 990, Part VI, Section B, line 11 FORM 990 IS REVIEWED BY THE BUSINESS MANAGER AND IS MADE AVAILABLE TO THE GOVERNING BOARD UPON REQUEST Form 990, Part VI, Section B, line 12c ANNUALLY THE TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY. FOLLOWUP TO INSURE COMPLIANCE IS DONE BY THE SCHOOL. Form 990, Part VI, Section B, line 15 THE SCHOOL HAS A COMPENSATION COMMITTEE THAT IS CHAIRED BY THE PRESIDENT OF THE BOARD OF TRUSTEE. THE COMMITTEE REVIEWS STATISTICAL DATA FROM THE NATIONAL ASSOCIATION FROM INDEPENDENT SCHOOLS AND SURVEYS OF CT INDEPENDENT SCHOOLS TO PREOVIDE COMPARATIVE DATA. IN DETERMINING COMPENSATION A PERFORMANCE REVIEW IS ALSO COMPLETED. THE RESULTS OF THE COMMITTEE ARE FORWARDED IN WRITING TO THE BUSINESS MANAGER AND A COPY IS MAINTAINED IN THE PERSONNEL FILE. Form 990, Part VI, Section C, line 19 UPON WRITTEN REQUEST THE SCHOOL WILL MAKE AVAILABLE DOCUMENTS THAT THE SCHOOL HAS. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 4,331,506. Summer Programs 31,915. Total to Form 990, Part XI, Line 5: 4,363,421. WESTOVER WATER INC 1237 WHITTEMORE RD MIDDLEBUY CT 06762 060988950 WATER UTILITY CT C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0