2026-05-14T21:26:05-05:00 2025-06-30 141555429 UHY ADVISORS NORTHEAST INC 1185 AVENUE OF THE AMERICAS 38TH FLOOR NEW YORK NY 10036 990 2024-07-01 141601551 TRINITY-PAWLING SCHOOL CORPORATION TRIN 8458553100 700 ROUTE 22 PAWLING NY 12564 WILLIAM W TAYLOR HEAD OF SCHOOL 8458554813 2026-05-15 1 0 AMY BLOOM P00543654 2123814700 2024 2025-03-06 01:10:19Z ERIK K OLSTEIN 700 ROUTE 22 PAWLING NY 12564 25722141 0 X WWW.TRINITYPAWLING.ORG X 1907 NY TRINITY-PAWLING IS AN INDEPENDENT BOY'S COLLEGE PREPARATORY SCHOOL. THE SCHOOL IS COMMITTED TO THE EDUCATION OF ITS STUDENTS AND THEIR DEVELOPMENT AS A WHOLE. ITS GOAL IS TO PLACE EACH GRADUATE IN A COLLEGE OR UNIVERSITY THAT WILL BE APPROPRIATELY CHALLENGING AND WILL ALLOW THE OPPORTUNITY FOR ACADEMIC SUCCESS AND PERSONAL DEVELOPMENT. 27 26 142 0 0 0 6502903 4204462 17862885 17566863 3065321 3712975 109697 157264 27540806 25641564 5255297 5264785 0 0 10713527 10930141 0 0 1134678 11596396 9326813 27565220 25521739 -24414 119825 108626734 109743174 14862424 13675841 93764310 96067333 TRINITY-PAWLING SCHOOL WILL PROVIDE AN EDUCATIONAL EXPERIENCE THAT MAKES A TRANSFORMATIONAL DIFFERENCE IN THE LIVES OF ITS STUDENTS BY ENABLING THEM TO DISCOVER AND PURSUE THEIR DISTINCTIVE GIFTS AND TALENTS. 0 0 12472859 5264785 14214684 INSTRUCTIONAL EXPENSES ARE INCURRED TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION, THE SCHOOL'S PRIMARY PURPOSE. 6637925 3509443 AUXILIARY EXPENSES ARE FOR ROOM AND BOARD AND EXPENSES GENERATED FROM THE SALE OF TEXTBOOKS AT THE SCHOOL STORE; AND PROVIDING PHYSICAL SUPPORT AND EDUCATIONAL GUIDANCE TO STUDENTS. 19110784 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X GLENN CAREY 8458553100 700 ROUTE 22 PAWLING NY 12564 WILLIAM A TAYLOR HEAD OF SCHOOL/VICE PRESID 50.00 X X 488920 0 149558 JANET KEATING TRUSTEE 2.00 X 0 0 0 PETER J MCCABE TRUSTEE 2.00 X 0 0 0 G CHRISTIAN ROUX SECRETARY 2.00 X X 0 0 0 SAMUEL S HEMINGWAY TRUSTEE 2.00 X 0 0 0 JAMES L BELLIS JR TRUSTEE 2.00 X 0 0 0 W WALLACE DANFORTH TRUSTEE 2.00 X 0 0 0 DIANNE AVLON TRUSTEE 2.00 X 0 0 0 MICHAEL A KOVNER TRUSTEE 2.00 X 0 0 0 ELIZABETH P ALLEN TRUSTEE 2.00 X 0 0 0 DOUGLAS E EBERT VP/TREASURER 2.00 X X 0 0 0 DAVID M SAMPLE TRUSTEE 2.00 X 0 0 0 THOMAS F AHRENSFELD JR TRUSTEE 2.00 X 0 0 0 MICHAEL V CERNY TRUSTEE 2.00 X 0 0 0 MAUREEN F MILLER TRUSTEE 2.00 X 0 0 0 W DAVID COUGHLIN TRUSTEE 2.00 X 0 0 0 ERIK K OLSTEIN PRESIDENT 2.00 X X 0 0 0 JOHN B FERRARONE TRUSTEE 2.00 X 0 0 0 RYAN SCHELL TRUSTEE 2.00 X 0 0 0 GEORGE T STEWART TRUSTEE 2.00 X 0 0 0 OSEI MEVES TRUSTEE 2.00 X 0 0 0 JUDITH REDDER DIRECTOR OF COMMUNICATIONS 50.00 X 121060 0 12243 DANIEL TOMPKINS DIRECTOR OF FACILITIES 50.00 X 128499 0 14163 ELEANOR ERICKSON DIRECTOR OF ADVANCEMENT 50.00 X 182893 0 29040 JEFF BECK DIRECTOR OF ADMISSION 50.00 X 134081 0 8579 MARILYN LASHLEE DIRECTOR OF HEALTH AND WEL 50.00 X 119826 0 7145 POLLY SHIH BRANDMEYER TRUSTEE 2.00 X 0 0 0 CHRISTOPHER M AMBROSE TRUSTEE 2.00 X 0 0 0 RICHARD H BAUER TRUSTEE 2.00 X 0 0 0 HENRY B DUPONT TRUSTEE 2.00 X 0 0 0 MORTON L FEAREY TRUSTEE 2.00 X 0 0 0 CHARLES E STEWART TRUSTEE 2.00 X 0 0 0 DANIEL V PARKER TRUSTEE 2.00 X 0 0 0 BRYAN TURNER DIRECTOR OF TECHNOLOGY 50.00 X 111815 0 12190 LAURIE DELBALZO DIRECTOR OF HUMAN RESOURCES 50.00 X 106485 0 11685 BRIAN FOSTER DIRECTOR OF ATHLETICS 50.00 X 105999 0 12631 THOMAS DENSFORD DIRECTOR OF OUTREACH 50.00 X 100516 0 6162 ROBERT C BRADLEY TRUSTEE 2.00 X 0 0 0 AURIC K ENCHILL TRUSTEE 2.00 X 0 0 0 CALDWELL D LOWRANCE III TRUSTEE 2.00 X 0 0 0 GLENN C CAREY CHIEF OPERATING OFFICER 50.00 X 312982 0 46242 RONALD GALLAGHER MANAGER OF MAINTENANCE 50.00 X 115435 0 13604 WILLIAM DUNHAM ASSISTANT DIRECTOR OF COLL 50.00 X 106778 0 13119 THOMAS MORRIS ASSOCIATE HEAD OF SCHOOL 50.00 X 159422 0 76449 AMY BOCOMPANI BUSINESS MANAGER 50.00 X 115677 0 11770 2410388 0 424580 15 0 1 0 CLARK COMPANIES 208 PHOEBE LN DELHI NY 13753 CONTRACTOR 2348520 CULINART INC 175 SUNNYSIDE BLVD PLAINVILLE NY 11803 FOOD SERVICE 1865010 E&R LAUNDRY 565 GOLD STREET MANCHESTER NH 03103 LAUNDRY SERVICE 228543 DAVIS MECHANICAL SERVICES 6689 OLD COLLAMER RD S EAST SYRACUSE NY 13057 CONTRACTOR 211699 PELLETIER BROTHERS PLUMBING & HEATING I 29 FIFTH LANE WINGDALE NY 12594 CONTRACTOR 211062 8 4204462 212249 4204462 INSTRUCTIONAL 611600 14057420 14057420 AUXILIARY 611710 3509443 3509443 17566863 3793552 3793552 80577 -80577 -80577 -80577 MISCELLANEOUS 611710 147678 147678 TUITION LATE CHARGES 611710 8646 8646 BAD DEBTS RECOVERED 611710 940 940 157264 25641564 17724127 0 3712975 4632385 4632385 632400 632400 491000 491000 7843429 4689413 2455334 698682 717211 403543 253544 60124 1297210 784231 512929 50 581291 327067 205494 48730 143435 143435 113619 19419 94200 2299574 2055760 243814 60861 60861 698832 514009 53364 131459 5762 5762 1250608 1166461 76115 8032 307186 30836 154716 121634 138296 35677 79886 22733 491129 442017 44201 4911 2481330 2233198 223319 24813 492748 443474 44347 4927 MISCELLANEOUS EXPENSES 466716 405147 54410 7159 INVESTMENT EXPENSES 210430 210430 MEMBERSHIPS 91287 79555 10308 1424 BAD DEBT 75000 75000 25521739 19110784 5276277 1134678 4968747 6260259 2400053 1487663 2330515 1143377 1439224 105539 101527332 56820013 43574274 44707319 40432896 43118232 8660670 7914430 4820355 5006355 108626734 109743174 2170254 1601405 2851623 3415761 9840547 8658675 14862424 13675841 X 50496469 51925049 43267841 44142284 93764310 96067333 108626734 109743174 X 119825 2187490 13155 -17447 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 60650032 953811 5598995 3233692 63969146 55969512 1109731 7855646 4284857 60650032 54230304 711951 6163373 5136116 55969512 61089801 2013995 -5445992 3427500 54230304 50025187 79165 14770550 3785101 61089801 0.43280 0.16790 0.39930 0 0 866589 866589 81220937 46419327 34801610 10828706 4595482 6233224 8506792 5700896 2805896 104308 104308 0 44707319 LIMITED PARTNERSHIP INTERESTS 7914430 F 7914430 X 27909631 2187490 2187490 25722141 -80577 -80577 25641564 25602316 80577 80577 25521739 0 25521739 PART III, LINE 1A: THE SCHOOL RECEIVED 51 WORKS OF ART VALUED AT $28,000 ON 11/15/11. THE PIECES ARE AN EXAMPLE OF THE WORKS OF LOCAL ARTISTS AND THE INTENT OF THE DONATION IS THAT THEY WILL MAKE EXCELLENT LEARNING TOOLS WITH THE SCHOOL'S ART PROGRAM. PART V, LINE 4: SCHOLARSHIPS, FACULTY DEVELOPMENT AND SCHOOL-RELATED ACTIVITIES. PART X, LINE 2: THE SCHOOL IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS, HOWEVER, REQUIRED TO FILE AN INFORMATION OR TAX RETURN (FEDERAL FORM 990 AND A 990T WHEN APPROPRIATE). THE SCHOOL BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF OTHER ASSETS REPORTED IN REVENUE ON TAX RETURN, LINE 7 PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF OTHER ASSETS REPORTED IN EXPENSES IN FINANCIAL STATEMENTS 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY IS DISCLOSED IN AN ANNUAL NEWSPAPER ADVERTISEMENT, IN THE SCHOOL'S COMMUNITY HANDBOOK, AND ON THE SCHOOL'S WEBSITE. 1 0 0 0 0 0 0 0 0 0 FINANCIAL AID FRANCE 1 35500 FINANCIAL AID CZECH REPUBLIC 1 73500 FINANCIAL AID SPAIN 1 42500 FINANCIAL AID FINLAND 1 49000 TAXES ON FINANCIAL AID VARIOUS 10 16485 FINANCIAL AID EGYPT 1 78500 FINANCIAL AID HUNGARY 1 73500 FINANCIAL AID KENYA 1 65500 FINANCIAL AID BOLIVIA 2 140900 FINANCIAL AID UNITED KINGDOM 1 73500 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS EXPENDITURES PER AUDITED FINANCIAL STATEMENTS. X X X X X 0 HURON CONSULTING SERVICES LLC 550 W VAN BUREN ST 1700 CHICAGO IL 60607 CONSULTANT ON UPCOMING CAMPAIGN 0 0 20823 -20823 20823 -20823 1 GRANTS - STUDENT AID 133 4610900 PART I, LINE 2: FINANCIAL AID IS AWARDED EACH YEAR SOLELY ON THE BASIS OF NEED, AND REQUIRES THE FAMILIES TO SUBMIT AN APPLICATION AND PARENTS FINANCIAL STATEMENT. X X X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 WILLIAM A TAYLOR HEAD OF SCHOOL/VICE PRESID 488920 0 0 0 0 0 59820 0 89738 0 638478 0 0 0 GLENN C CAREY CHIEF OPERATING OFFICER 312982 0 0 0 0 0 38165 0 8077 0 359224 0 0 0 THOMAS MORRIS ASSOCIATE HEAD OF SCHOOL 159422 0 0 0 0 0 9897 0 66552 0 235871 0 0 0 ELEANOR ERICKSON DIRECTOR OF ADVANCEMENT 182893 0 0 0 0 0 11688 0 17352 0 211933 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES THE FOLLOWING FOR: WILLIAM W. TAYLOR (HEADMASTER): 1. HOUSING, TELEPHONE AND CABLE (APPROXIMATELY $60,000, $1,200, AND $1,200, RESPECTIVELY). 2. DISCRETIONARY FUND OF $9,886 (INCLUDES CLUB MEMBERSHIP OF $7,715). 3. TRAVEL FOR WIFE. 4. MAID SERVICE. THOMAS MORRIS (ASSOCIATE HEAD OF SCHOOL): 1. HOUSING AND CABLE (APPROXIMATELY $48,000 AND $1,200, RESPECTIVELY). PART I, LINE 4B THE ORGANIZATION PROVIDES THE FOLLOWING FOR: WILLIAM W. TAYLOR (HEADMASTER): 1. $19,320 TO A 457(F) PLAN. A DUTCHESS COUNTY LOCAL DEVELOPMENT CORP 273106797 2013-12-01 18830000 REFUND 1998 AND 2002 BOND ISSUES 0 0 0 B DUTCHESS COUNTY LOCAL DEVELOPMENT CORP 273106797 2021-01-28 13167971 REISSUANCE OF 2013 BOND ISSUE 0 0 0 C DUTCHESS COUNTY LOCAL DEVELOPMENT CORP 273106797 2024-02-28 10300000 REFUND 2013 BOND ISSUES 0 0 0 A 18830000 18830000 258700 2931300 15640000 2013 1 0 1 1 B 13167971 13167971 2013 0 0 1 1 C 1501456 10300000 165592 2013 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 1 1 1 1 1 PNC BANK 18.100000000000 0 0 0 0 1 B 0 1 1 1 1 1 PNC BANK 18.100000000000 0 0 0 0 1 C 0 1 1 1 1 0 0 0 1 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DUTCHESS COUNTY LOCAL DEVELOPMENT CORP DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2018 ISSUER NAME: DUTCHESS COUNTY LOCAL DEVELOPMENT CORP DATE THE REBATE COMPUTATION WAS PERFORMED: 01/28/2021 ISSUER NAME: DUTCHESS COUNTY LOCAL DEVELOPMENT CORP DATE THE REBATE COMPUTATION WAS PERFORMED: 12/02/2023 SCH. K, PART (I)(F-A) AND FINANCE THE ACQUISITION, CONSTRUCTION, RENOVATION, INSTALLATION AND EQUIPPING OF (1) A NEW SYNTHETIC TURF FIELD, (2) RELOCATING AN EXISTING PARKING LOT, (3) REPLACING 12 TENNIS COURTS, FINANCING THE REPAIRING, RENOVATING, OR REPLACING OF ANY OTHER FACILITIES, PAYING OF ANY REDEMPTION PREMIUMS ASSOCIATED WITH THE 1998 AND 2002 BOND ISSUES, AND, LASTLY, PAYING ALL OF OR A PORTION OF THE COSTS OF ISSUANCE OF THE 2013 BOND. SCH. K, PART (I)(F-B) BECAUSE OF THE CHANGES TO THE TERMS OF THE BONDS IN JANUARY 2021, THERE WAS A "REISSUANCE" OF THE BONDS FOR FEDERAL TAX PURPOSES. THERE WAS A DEEMED NEW ISSUANCE OF BONDS AT THAT TIME WHICH WERE DEEMED TO REFUND THE OUTSTANDING BONDS. AS A RESULT, A FINAL REBATE COMPUTATION WOULD HAVE NEEDED TO BE COMPLETED AS A RESULT OF THE REISSUANCE. THE SCHEDULE K (RELATING TO TAX-EXEMPT BONDS) FILED FOR PERIODS AFTER JANUARY 2021 SHOULD HAVE REFLECTED THE REISSUANCE OF THE BONDS. X 7 212249 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE WHO WILL MAKE RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES OF THE SCHOOL ARE REQUIRED TO COMPLY WITH THE WRITTEN CONFLICT OF INTEREST POLICY AND SIGN POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF TOP EXECUTIVES AS WELL AS COMPARATIVE COMPENSATION INFORMATION, AND MAKES RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION AND POST-RETIREMENT BENEFIT RELATED CHANGES -17,447. FORM 990, PART XII, LINE 2C: OVERSIGHT, REVIEW AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEAR.