2011-05-10T08:11:32-05:00 2010-06-30 KAHN LITWIN RENZA & CO LTD 800 South Street Suite 300 Waltham MA 02453 990 2009-07-01 042104857 The Roxbury Latin School ROXB 6173254920 101 StTheresa Avenue West Roxbury MA 02132 KERRY P BRENNAN 6173254920 2011-05-06 1 Meyer H Levy 7815478800 2009 2016-02-24 21:20:13Z KERRY P BRENNAN 101 StTheresa Avenue WEST ROXBURY MA 02132 40059211 0 X WWW.ROXBURYLATIN.ORG X 1645 MA TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 18 17 68 200 0 0 3012697 4014135 3863198 4224140 -10691400 4204898 394632 132965 -3420873 12576138 0 0 7065161 7129775 0 347560 4529817 4161771 11594978 11291546 -15015851 1284592 144613558 154161411 4203241 3464345 140410317 150697066 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 0 0 9426626 6466771 TO PROVIDE SECONDARY EDUCATION TO BOYS IN GRADES 7-12. 9426626 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 1 35 0 68 1 0 0 0 0 0 0 0 0 0 1 1 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X EDWARD M ELLISON 6173254920 101 ST THERESA AVENUE WEST ROXBURY MA 02132 DENNIS ROY KANIN 2.00 X X 0 0 0 PAUL J MASSEY JR 2.00 X X 0 0 0 NANCY SWEGLER ANTHONY 2.00 X X 0 0 0 WILLIAM A OATES JR 2.00 X X 0 0 0 WILLIAM P COLLATOS 2.00 X 0 0 0 ROBERT J O'CONNOR JR 2.00 X 0 0 0 PAUL MATTHEW SPINALE 2.00 X 0 0 0 REV PROF PETER GOMES 2.00 X 0 0 0 DR RAMON F MARTIN 2.00 X 0 0 0 PROF HARRY R LEWIS 2.00 X 0 0 0 WILLIAM B O'KEEFFE 2.00 X 0 0 0 STANLEY J BERNSTEIN 2.00 X 0 0 0 DAVID W MANZO 2.00 X 0 0 0 HON SANDRA HAMLIN 2.00 X 0 0 0 VANCE WILSON 2.00 X 0 0 0 ROBERT PINKHAM 2.00 X 0 0 0 ANNE CRAIGE MCNAY 2.00 X 0 0 0 bRUCE R EVANS 2.00 X 0 0 0 KERRY BRENNAN 50.00 X 237346 0 79965 PHILIP THORNTON 50.00 X 163803 0 28952 EDWARD ELLISON 50.00 X 133865 0 28559 MICHAEL POJMAN 50.00 X 139124 0 19821 PAUL SUGG JR 50.00 X 112749 0 26362 786887 0 183659 5 0 1 0 FA WILLIAMS INC 12 BRIGHTON STREET BELMONT MA 02478 PLUMBING/HEATING 2067421 HERITAGE RESTORATION PO BOX 478 ROCKLAND MA 02370 MASONRY 313414 WILMER CUTLER PICKERING 60 STATE STREET BOSTON MA 02109 LEGAL 202440 NORTHEAST INVESTORS 50 CONGRESS STREET BOSTON MA 02109 INVESTMENT MANAGEMENT 193231 4 4014135 481909 4014135 TUITION 611600 4224140 4224140 4224140 2043065 2043065 29644906 27483073 2161833 2161833 2161833 MISCELLANEOUS 611600 132965 132965 132965 12576138 6385973 0 2176030 976073 829662 97607 48804 4521425 3843212 452142 226071 475275 405978 46198 23099 755023 670882 56526 27615 401979 337359 42649 21971 202441 202441 37330 37330 193231 193231 84911 84911 57549 57549 738201 738201 1196519 1196519 195555 195555 FOOD SERVICE 302777 302777 DEVELOPMENT 288182 288182 INSTRUCTIONAL EXPENSE 240271 240271 ATHLETICS 148902 148902 SCHOOL FUNCTIONS 138307 138307 337595 321452 16143 11291546 9426626 1517360 347560 894833 723234 1394081 2077348 40173 124069 131048 131048 16889 18399 93114 131935 62949562 14198436 28717383 48751126 113326037 101525772 0 678480 144613558 154161411 1892904 1264742 494306 519942 1816031 1679661 4203241 3464345 X 25690500 55382290 69854139 48491918 44865678 46822858 140410317 150697066 144613558 154161411 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84152357 1135764 12059524 6152404 91195241 155921237 521832 -34192364 -38098348 84152357 0.02300 0.51340 0.46360 0 0 22097207 22097207 36029413 10175575 25853838 4822942 4022861 800081 48751126 CASH 365097 F PRIVATE EQUITY FUNDS 22859716 F EQUITY SECURITIES 15756440 F INTEREST & DIVIDEND RECEIVABLE 61517 F MUTUAL FUNDS 39135020 F EXCHAGE TRADED FUNDS 15625800 F LAND HELD FOR INVESTMENT 7722182 C 101525772 TUITION AND OTHER DEPOSITS 1679661 1679661 12576138 11291546 1284592 9002157 9002157 10286749 21578295 9002157 9002157 12576138 0 12576138 11291546 0 11291546 0 11291546 Part V, Line 4: Description of Intended Use of Endowment Funds: TO CARRY OUT THE SCHOOL'S EDUCATIONAL PURPOSES. Part X: Description of Uncertain Tax Positions Under FIN 48: The School is exempt from income taxes as a public charity under Section 501(c)(3) of the Internal Revenue Code. Management believes that the School operates in a manner consistent with their tax-exempt status at both the state and Federal level. The School annually files IRS Form 990 - Return of Organization Exempt From Income Tax reporting various information that the IRS uses to monitor the activities of tax-exempt entities. The tax returns are subject to review by the taxing authorities. The federal income tax returns for the years ended June 30, 2007, 2008, and 2009 are subject to examination by the IRS, generally for three years after they were filed. The School currently has no tax examination in progress. 1 1 1 PUBLISHED IN NEWSPAPER ADVERTISEMENTS, JOB FAIRS, AND MEMBERSHIP ASSOCIATIONS. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X 0 0 0 0 0 0 0 0 0 KERRY BRENNAN 237346 0 0 0 0 0 0 0 79965 0 317311 0 0 0 PHILIP THORNTON 163803 0 0 0 0 0 0 0 28952 0 192755 0 0 0 EDWARD ELLISON 133865 0 0 0 0 0 0 0 28559 0 162424 0 0 0 MICHAEL POJMAN 139124 0 0 0 0 0 0 0 19821 0 158945 0 0 0 EDWARD ELLISON DIRECTOR OF FINANCE SCHOLARSHIP Amount $ 10000. WILLIAM A OATES JR TREASURER 193231 INV MNGMT 0 X 22 481909 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 24983 FAIR MARKET VALUE X LACROSSE HELMETS 1 3575 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11 THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. IT IS THEN REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD. REVISIONS ARE MADE AS NECESSARY. A COPY IS PROVIDED TO ALL BOARD MEMBERS AND A REVIEW IS CONDUCTED AT A BOARD OF TRUSTEES MEETING PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A CONFLICTS DISCLOSURE STATEMENT. CONFLICTS ARE EVALUATED BY THE CONFLICTS COMMITTEE OF THE BOARD. WHERE NECESSARY, A BOARD VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. Form 990, Part VI, Section B, line 15a ANNUALLY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE HEADMASTER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THE PROCESS INCLUDES A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM SALARY SURVEY INFORMATION PREPARED BY AN INDUSTRY GROUP. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETING. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE HEADMASTER AND IS AVAILABLE FOR REVIEW BY THE BOARD. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO MASSACHUSETTS FORM PC FILED EVERY YEAR WITH ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.