2026-05-15T16:59:27-05:00 2025-06-30 205991824 SC&H GROUP INC 226 SCHILLING CIRCLE SUITE 300 HUNT VALLEY MD 21031 990 2024-07-01 520591645 OLDFIELDS SCHOOL INC OLDF 4104724800 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 ELEANOR B HARTLEY INTERIM BOARD CHAIR 4104724800 2026-05-15 1 0 ASHLEY ZUMBRUN P02050856 4104031500 2026-05-15 2024 2025-03-06 01:10:19Z ELEANOR B HARTLEY 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 3214708 0 X OLDFIELDSSCHOOL.ORG X 1926 MD OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE. 17 17 51 16 0 0 2500991 1236892 686005 1639577 -111617 238239 99985 100000 3175364 3214708 189717 507805 0 0 1773122 2477162 77164 0 152872 3042898 2711522 5082901 5696489 -1907537 -2481781 16494460 14171800 1965060 1952080 14529400 12219720 OLDFIELDS SCHOOL'S MISSION IS TO EMBRACE EACH STUDENT'S AUTHENTIC SELF, EDUCATE THROUGH COLLABORATION, EMPOWER THE INDIVIDUAL VOICE, AND INSPIRE CONFIDENCE AND CONTINUAL GROWTH, LEADING TO A LIFE OF PURPOSE. 0 0 3940726 507805 1639577 FOUNDED IN 1867, OLDFIELDS SCHOOL COMBINES TRADITION AND INNOVATION WHILE REMAINING TRUE TO ITS FUNDAMENTAL MOTTO, "COURAGE, HUMILITY, AND LARGENESS OF HEART." THE STUDENT BODY IS MADE UP OF A DIVERSE GROUP OF YOUNG WOMEN FROM ACROSS THE UNITED STATES AND AROUND THE GLOBE. APPROXIMATELY 75+ COURSES, INCLUDING HONORS COURSES, ADVANCED PLACEMENT PREPARATION, SPECIAL SEMINARS, MAY PROGRAM, AND ART ELECTIVES ARE OFFERED. EACH GIRL'S EDUCATION IS TAILORED TO HER ABILITIES WITH AN AVERAGE CLASS SIZE OF 8 STUDENTS AND A 5:1 STUDENT TO FACULTY RATIO. OLDFIELDS FOCUSES ON ENSURING "EACH GIRL'S SUCCESS." OLDFIELDS SCHOOL IS LOCATED ON 140 RURAL ACRES NESTLED IN THE SCENIC HORSE COUNTRY OF NORTH BALTIMORE COUNTY, MARYLAND. 3940726 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X JAYSON SHU DIRECTOR OF FINANCE & ADMINISTRATION 4436621011 1500 GLENCOE ROAD SPARKS GLENCOE MD 21152 DR BARBARA BAISLEY '88 CO-CHAIR 2.00 X X 0 0 0 TAYLOR SMITH CO-CHAIR 2.00 X X 0 0 0 ELANOR BEACH HARTLEY '79 VICE CHAIR 2.00 X X 0 0 0 DOUGIE SIMMONS CHRISTOFERSON VICE CHAIR (PARTIAL YEAR) 2.00 X X 0 0 0 CHRISTOPHER SMITH TREASURER 2.00 X X 0 0 0 KRISTEN JOHNSON '10 SECRETARY 2.00 X X 0 0 0 AMANDA GEARY LOSACCO '11 SECRETARY (PARTIAL YEAR) 2.00 X X 0 0 0 TOM BERNIER P'16 TRUSTEE 1.00 X 0 0 0 JULIA COOTER COOK '82 TRUSTEE 1.00 X 0 0 0 ANN MIRANDA COOTER '78 P'15 TRUSTEE 1.00 X 0 0 0 ANGELICA JACKSON '09 TRUSTEE 1.00 X 0 0 0 ALEX LEVENTHAL TRUSTEE 1.00 X 0 0 0 MEAGAN MARDINEY '82 TRUSTEE 1.00 X 0 0 0 CASEY PINKARD '07 TRUSTEE 1.00 X 0 0 0 SHANNON ROSE '99 TRUSTEE 1.00 X 0 0 0 ASHLEY VIZZI '99 TRUSTEE 1.00 X 0 0 0 JOCELYN GRANTHAM WHITTINGTON '96 TRUSTEE 1.00 X 0 0 0 ANSLEY SMITHWICK HEAD OF SCHOOL 40.00 X 159700 0 2089 KEVIN RYAN BUSINESS OFFICE MANAGER 40.00 X 24660 0 900 JEREMY MYERS FORMER DIRECTOR OF FINANCE 40.00 X 46725 0 50 ELIZABETH HANSON INTERIM CFO 40.00 X 39746 0 0 270831 0 3039 1 0 1 0 COMPASS GROUP USA INC - FLIK PO BOX 417632 BOSTON MA 02241 FOOD/DINING SERVICES 290138 1 1236892 270571 1236892 TUITION & FEES 611710 1087400 1087400 AUXILIARY ACTIVITIES 611710 552177 552177 1639577 99535 99535 135704 3000 0 0 135704 3000 138704 138704 RECOVERY OF BAD DEBT 611600 100000 100000 100000 3214708 1639577 0 338239 507805 507805 208564 124903 72992 10669 1883994 1128266 659349 96379 40441 21740 16990 1711 178747 96075 75102 7570 165416 88913 69499 7004 8019 8019 38156 38156 23362 23362 568383 533976 34407 45823 1522 44301 83606 56898 26708 93142 42392 50750 470988 426244 44744 29811 1248 28563 95764 95764 618256 559522 58734 220542 9536 211006 EQUESTRIAN 238808 238808 0 0 ACADEMIC EXPENSES 55414 55414 0 0 STUDENT LIFE 46868 46868 0 0 SPECIAL EVENTS 29539 0 0 29539 45041 596 44445 5696489 3940726 1602891 152872 231080 440982 1881255 463790 900000 0 12483 26314 47867 41139 7487 10579 28132168 19484726 9256350 8647442 867952 2814925 2829301 1262956 460685 463673 16494460 14171800 174111 199556 54458 66524 1000000 1000000 714646 686000 21845 0 1965060 1952080 X 8700573 6246820 5828827 5972900 14529400 12219720 16494460 14171800 -2481781 172101 0 X 0 1 X 1 0 X 1613685 2009339 1780565 2500991 1236892 9141472 1613685 2009339 1780565 2500991 1236892 9141472 881820 8259652 45787 62710 168155 140695 99535 516882 2437 6059 24289 100000 132785 9791139 17388509 0.84360 0.59820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INVENTORY REVENUE BAD DEBT RECOVERY RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.90 1 1 3948463 1026600 355194 264248 5066009 3471952 800000 325356 648845 3948463 6425279 209218 3162545 3471952 8306292 2091680 -897030 3075663 6425279 8515239 5870 1305068 1519885 8306292 1.00000 0 0 144548 144548 24524710 16499489 8025221 2207733 2131346 76387 1255177 853891 401286 8647442 CASH SURRENDER VALUE OF LIFE INSURANCE 106060 F INTEREST IN OIL AND GAS LEASE 57281 F LIMITED PARTNERSHIP INTERESTS 26 F MULTI-STRATEGY BOND FUND 1099589 F 1262956 X 2855642 172101 172101 2683541 23362 507805 531167 3214708 5165322 0 5165322 23362 507805 531167 5696489 PART II, LINE 5: IN 2004, A FOREST STEWARDSHIP PLAN WAS PREPARED FOR MARYLAND GRID 907 X 628; TAX MAP 28 PARCEL 195 IN BALTIMORE COUNTY. THIS PLAN OUTLINES RECOMMENDATIONS BASED ON THE GOALS TO PRESERVE THE NATURAL HABITAT AND RESOURCES PRESENT. THE PLAN PROVIDES MANAGEMENT UNIT DESCRIPTIONS AND RECOMMENDED PRACTICES, GENERAL PROPERTY-WIDE RECOMMENDATIONS, COST-SHARE AND TAX ASSISTANCE PROGRAM ANALYSIS, AND A MANAGEMENT PRACTICE SCHEDULE. PART II, LINE 9: THE EASEMENT IS MONITORED, INSPECTED, AND ENFORCED BY THE GROUNDS MAINTENANCE CONTRACTOR OF THE SCHOOL. THE COSTS OF PERFORMING THESE ACTIVITIES ARE NOT SEPARATELY TRACKED, BUT RATHER, ARE INCLUDED IN THE GENERAL SERVICE CONTRACT. PART V, LINE 4: THE SCHOOL USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE SCHOOL'S EXEMPT PURPOSE. THE ENDOWMENT FUNDS ARE INVESTED UNDER THE SCHOOL'S INVESTMENT POLICY TO COMPLY WITH THE STATE OF MARYLAND UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT. THE BOARD APPROPRIATES THE EARNINGS OF THE ENDOWMENT FUNDS FOR EXPENDITURE TO SUPPORT DONOR STIPULATED PURPOSES. PART X, LINE 2: ASC 740, INCOME TAXES, PRESCRIBES THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL IS REQUIRED TO FILE INFORMATIONAL RETURNS IN VARIOUS JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2025 AND 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECORDED AS A REDUCTION OF REVENUE 507,805. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECORDED AS A REDUCTION OF REVENUE 507,805. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S POLICY IS PUBLISHED IN VARIOUS NEWSPAPERS ANNUALLY. THE POLICY IS ALSO ON THE SCHOOL'S WEBSITE AND THE COMMUNITY GUIDEBOOK. 1 FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AWARDED TO STUDENTS 9 507805 PART I, LINE 2: THE STUDENTS' PARENT(S) APPLY FOR THE FINANCIAL AID BY COMPLETING THE UNIFORM SSS FORM. MANAGEMENT REVIEWS THE SSS FORM AND AWARDS FINANCIAL AID ON AN AS-NEEDED BASIS. THE AMOUNT OF EACH AWARD IS APPLIED TO THE RESPECTIVE STUDENTS' TUITION BILL. X 0 0 X X X 0 0 0 0 0 0 0 0 0 ANSLEY SMITHWICK HEAD OF SCHOOL 159700 0 0 0 0 0 0 0 2089 0 161789 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, ANSLEY SMITHWICK WAS PROVIDED ON CAMPUS HOUSING FOR THE CONVENIENCE AND BENEFIT OF THE ORGANIZATION. THIS HOUSING IS NOT TAXABLE UNDER IRC SECTION 119. THE NIGHT HERON FOUNDATION OFFICER OF THE FOUNDATION IS RELATED TO A CURRENT BOARD MEMBER FUNDS TO FURTHER THE SCHOOL'S MISSION X 1000000 1000000 0 1 1 1000000 X 11 270571 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 JULIA COOTER COOK AND ANN MIRANDA COOTER ARE SISTERS. TAYLOR SMITH IS CHRISTOPHER SMITH'S FATHER. FORM 990, PART VI, SECTION B, LINE 11B THE HEAD OF SCHOOL AND CHIEF FINANCIAL OFFICER PERFORM THE INITIAL REVIEW. AFTER THEIR APPROVAL, THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND IS PRESENTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. IN THE EVENT THE FILING IS DUE PRIOR TO THE NEXT AVAILABLE FINANCE COMMITTEE MEETING, THE ACTING CHAIR AND VICE CHAIR OF THE BOARD CAN REVIEW AND SIGN ON THE ORGANIZATION'S BEHALF. AN AMENDED FILING WILL BE MADE IF NEEDED. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH NAIS STANDARDS, ALL TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE ADMINISTRATIVE ASSISTANT TO THE HEAD OF THE SCHOOL SENDS ALL TRUSTEES A COPY OF THE CONFLICT OF INTEREST STATEMENT VIA EMAIL TO SIGN AT THE BEGINNING OF EACH FISCAL YEAR. THE STATEMENTS ARE FILED BY THE HEAD'S ADMINISTRATOR AND ARE KEPT ON FILE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE HEAD OF THE SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES HEADS COMMITTEE. THE COMMITTEE USES AIMS SUMMARY REPORTS OF COMPENSATION AS A GUIDELINE FOR SETTING COMPENSATION. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY REVIEW OF COMPARABLE SALARIES AT PEER SCHOOLS AND MARKET REPORTS. THE HEAD OF SCHOOL REVIEWS AND APPROVES THESE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. CHARITABLE REMAINDER UNITRUST 200 W LANCASTER AVE WAYNE PA 19087 CHARITABLE REMAINDER UNITRUST PA T 20387 436798 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARITABLE REMAINDER UNITRUST C 20387 FAIR MARKET VALUE