2011-02-10T14:48:20-06:00 2010-06-30 LEVITSKY & BERNEY P C 100 BRADLEY ROAD WOODBRIDGE CT 06525 990 2009-07-01 060662137 HAMDEN HALL SCHOOL INC HAMD 2037522650 1108 WHITNEY AVENUE HAMDEN CT 06517 CHRISTINE FESTA 2037522650 2011-02-10 2033895371 2009 2016-02-24 21:20:13Z CHRISTINE FESTA 1108 WHITNEY AVENUE HAMDEN CT 06517 19290350 0 X WWW.HAMDENHALL.ORG X 1973 CT EDUCATION 19 18 275 0 0 0 2050382 2082138 14467892 14872495 1570923 488878 0 18089197 17443511 2430165 2932632 0 8994269 9293789 0 161015 4109757 4831912 15534191 17058333 2555006 385178 38811359 40030091 21859167 24510979 16952192 15519112 TO CONDUCT, MAINTAIN, OPERATE AND MANAGE AN EDUCATIONAL INSTITUTION AND SCHOOL, TO EDUCATE AND ADVANCE THE EDUCATION OF GIRLS AND BOYS, YOUNG WOMEN AND YOUNG MEN AND TO STIMULATE IN THEM SOUND SCHOLARSHIP, LEARNING, PHYSICAL VIGOR AND UPRIGHTNESS OF CHARACTER BY SUCH METHODS AND UPON SUCH LIVES AS MAY SEEM EXPEDIENT. 0 0 13451255 2932632 14872495 EDUCATION OF PRE-KINDERGARTEN THROUGH TWELFTH GRADE STUDENTS AND RELATED ACTIVITIES. THE TOTAL NUMBER OF STUDENTS WHICH ATTENDED THE SCHOOL IN FISCAL YEAR 2009 WAS 570. 13451255 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 79 0 275 1 0 0 0 0 0 1 1 0 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X CHRISTINE FESTA 2037522600 1108 WHITNEY AVENUE HAMDEN CT 06517 JOHN EDWARDS 0.50 X 0 0 0 JOYCE LUJIC 1.00 X 0 0 0 DAVID RICCIO 0.80 X 0 0 0 ALPHONSE IPPOLITO 0.50 X 0 0 0 KYLE BALLOU-JOHNS 0.50 X 0 0 0 BARBARA DENATALE 0.50 X 0 0 0 ANDREW ACQUARULO 0.50 X 0 0 0 JOHN BEIRNE 0.50 X 0 0 0 LEONARD FASANO 0.50 X 0 0 0 MARSHAL GIBSON 0.50 X 0 0 0 CARL PORTO SR 0.50 X 0 0 0 TERRANCE P SWAIN 0.50 X 0 0 0 SPENCER TAYLOR 0.50 X 0 0 0 DIANE WISHNAFSKI 0.50 X 0 0 0 SUSAN LEWIN 0.50 X 0 0 0 ROBERT MASSEY 0.50 X 0 0 0 JORDAN HADELMAN 0.50 X 0 0 0 WAYNE MARTINO 0.50 X 0 0 0 DAVID SWENSON 0.50 X 0 0 0 ROBERT J IZZO 75.00 X 212506 0 19737 CHRISTINE FESTA 55.00 X 118084 0 13128 ROBERT SCHROEDER 40.00 X 108489 0 12456 439079 0 45321 3 0 1 0 STANMAR INC 321 COMMONWEALTH ROAD WAYLAND MA 01778 DESIGN & CONSTRUCTION 184067 ADVANTAGE MAINTENANCE INC 15 LUNAR DRIVE WOODBRIDGE CT 06525 JANITORIAL SERVICES 151857 B & B TRANSPORTATION 22 OLD AMITY ROAD BETHANY CT 06524 STUDENT TRANSPORTATION 133169 3 2082138 26442 2082138 STUDENT PROGRAM INCOME 611600 14872495 14872495 14872495 237904 237904 2097813 1846839 250974 250974 250974 17443511 15123469 0 237904 2932632 2932632 330590 330590 7276868 5638646 1638222 442932 314964 127968 694301 513156 181145 549098 409728 139370 28513 28513 7453 7453 53647 20825 32822 69487 61845 7642 793982 444798 349184 32671 32441 230 209763 157322 52441 830426 612735 217691 BONDED DEBT INTEREST EX 674011 674011 MISCELLANEOUS OTHER 582886 268935 198819 115132 STUDENT ACTIVITIES 526996 526996 STUDENT TRANSPORTATION 276420 276420 SUPPLIES 216015 176459 34367 5189 529642 389342 140300 17058333 13451255 3446063 161015 350 350 7944909 4218024 2084695 2867218 343403 542923 27223 22168 163366 274587 32895955 7620238 20778185 25275717 6307403 5997598 1161825 831506 38811359 40030091 818026 901314 2659691 3134898 18235000 18235000 146450 121975 0 2117792 21859167 24510979 X 15126361 12866024 1421643 2248900 404188 404188 16952192 15519112 38811359 40030091 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7406571 1475 133391 7274655 8470110 818852 1882391 7406571 0.94440 0.05560 0 0 3480000 3480000 16039359 2014405 14024954 11223713 3876187 7347526 2152883 1729646 423237 25275717 5997598 F 5997598 OBLIGATION UNDER INTEREST RATE SWAP 2117792 2117792 17443511 17058333 385178 299534 -2117792 -1818258 -1433080 17743045 299534 299534 17443511 0 17443511 18012604 954271 954271 17058333 0 17058333 Part V, Line 4: Description of Intended Use of Endowment Funds: THE SCHOOL USES ITS ENDOWMENT FUNDS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAM SUPPORTED BY ITS ENDOWMENT FUNDS. Part XI, Line 8 - Other Adjustments: PRIOR YEAR END BALANCE OF LIABILITY UNDER INTEREST RATE SWAP: -1163521. CURRENT YEAR UNREALIZED LOSS ON INTEREST RATE SWAP: -954271. Part XIII, Line 2d - Other Adjustments: CURRENT YEAR UNREALIZED LOSS ON INTEREST RATE SWAP: 954271. 1 1 1 LEGAL NOTICE IN NEWSPAPER 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 FINANCIAL AID SCHOLARSHIPS 188 1997025 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: FINANCIAL AID SCHOLARSHIPS PROVIDED TO STUDENTS IS BASED ON FINANCIAL AID APPLICATION COMPLETED BY FAMILY OF STUDENT, AMOUNT OF SCHOLARSHIP IS CALCULATED BASED ON INCOME, ASSETS OF FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT J IZZO 212506 0 0 0 0 0 0 0 19737 0 232243 0 0 0 Part I, Line 1a THE HEAD OF SCHOOL RECEIVES USE OF A PERSONAL RESIDENCE IN ACCORDANCE WITH THE TERMS OF HIS EMPLOYMENT CONTRACT AGREEMENT. STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UG90 2008-07-31 18235000 TO DESIGN AND BUILD ON ATHLETIC CENTER AND TO RETIRE A BANK LOAN USED TO 0 0 18235000 17810808 2009 0 0 0 1 0 1 1 RBS CITIZENS NA 30.000000000000 0 0 1 THERESA PORTO EMPLOYEE 58600 EMPLOYMENT WAGES 0 X 1 26442 FAIR VALUE ON GIFT DATE 0 0 0 Form 990, Part VI, Section B, line 11 THE FORM 990 TAX RETURN IS REVIEWED BY THE SCHOOL'S BUSINESS MANAGER AND BY THE SCHOOL'S TREASURER PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO APPROPRIATE INDIVIDUALS ANNUALLY AND CONFLICTS DISCLOSED ARE MONITORED APPROPRIATELY. Form 990, Part VI, Section B, line 15a THE PRESIDENT OF THE BOARD OF TRUSTEES UTILIZES DATA FROM COMPARABLE SCHOOLS IN DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL. THE DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED. Form 990, Part VI, Section C, line 18 THE SCHOOL'S FORM 990 CAN BE FOUND ON GUIDE STAR WEBSITE, EXCLUDING SCHEDULE B. Form 990, Part VI, Section C, line 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE BUSINESS MANAGER DURING NORMAL BUSINESS HOURS. Form 990, Part VII Contact Addresses for Officers, Directors, Etc JOHN EDWARDS - 29 GOVERNORS ROAD, HILTON HEAD ISLAND, SC 29928. JOYCE LUJIC - 1177 RIDGE ROAD, NORTH HAVEN, CT 06473. DAVID RICCIO - 5 BUTTONWOOD DRIVE, BRANFORD, CT 06405. ALPHONSE IPPOLITO - 6 INDIAN WOODS ROAD, BRANFORD, CT 06405. KYLE BALLOU-JOHNS - 335 WEST WOODS ORAD, HAMDEN, CT 06518. BARBARA DENATALE - 11 WOODSIDE DRIVE, WOODBRIDGE, CT 06525. ANDREW ACQUARULO - 2 WOODMERE CIRCLE, NORTH HAVEN, CT 06473. JOHN BEIRNE - 640 LAMBERT ROAD, ORANGE, CT 06477. LEONARD FASANO - 7 SYCAMORE LANE, NORTH HAVEN, CT 06473. MARSHAL GIBSON - 265 CHURCH STREET , NEW HAVEN, CT 06510. CARL PORTO, SR. - 73 AUTUMN RIDGE ROAD, HAMDEN, CT 06514. TERRANCE P. SWAIN - 49 FENNBROOK DRIVE, HAMDEN, CT 06517. SPENCER TAYLOR - 15 TAUNTON LAKE ROAD, NEWTOWN, CT 06470. DIANE WISHNAFSKI - 195 CHURCH STREET, NEW HAVEN, CT 06510. SUSAN LEWIN - 221 MULBERRY LANE, ORANGE, CT 06477. ROBERT MASSEY - 253 PINE ORCHARD ROAD, BRANFORD, CT 06405. JORDAN HADELMAN - 1130 JACKSON AVENUE, RIVER FOREST, IL 60305. WAYNE MARTINO - 97 WEST MEADOW ROAD, HAMDEN, CT 06518. DAVID SWENSON - 325 MCKINLEY AVENUE, NEW HAVEN, CT 06515.