2024-05-14T12:15:14-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 042105842 THE WINSOR SCHOOL WINS 6177359519 103 PILGRIM ROAD BOSTON MA 02215 ELIZABETH MCNEIL SENIOR CONTROLLER 6177359519 2024-05-13 1 ELIZABETH MCNEIL 999009999 0 CRAIG KLEIN P00734640 6177610600 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH PELMAS 103 PILGRIM ROAD BOSTON MA 02215 39783807 0 X WWW.WINSOR.EDU X 1908 MA WINSOR PREPARES YOUNG WOMEN TO PURSUE THEIR ASPIRATIONS AND CONTRIBUTE TO THE WORLD. 28 25 140 100 15195 0 8413351 10451956 26292029 27031890 55460 1651492 618044 640803 35378884 39776141 4739948 4885795 0 0 17561802 17747032 0 0 2700382 14422598 14703395 36724348 37336222 -1345464 2439919 205428029 217791031 45792411 46102080 159635618 171688951 X WINSOR IS A DIVERSE, VIBRANT COMMUNITY THAT VALUES INTELLECTUAL CURIOSITY, AUTHENTIC ENGAGEMENT AND PERSONAL INTEGRITY. WE CHALLENGE OUR STUDENTS TO LEAD LIVES OF PURPOSE AS RESPONSIBLE, GENEROUS-MINDED WOMEN. 0 0 24148102 27672693 THE WINSOR SCHOOL OFFERS A RICH AND CHALLENGING CURRICULUM TO ACADEMICALLY MOTIVATED GIRLS IN GRADES 5-12. WINSOR DEFINES CURRICULUM AS THE TOTAL CLASSROOM LEARNING EXPERIENCE FOR ALL STUDENTS. OUR CURRICULAR PHILOSOPHY IS BASED ON OUR UNDERSTANDINGS ABOUT STUDENT LEARNING, THE PEDAGOGIES WE PRACTICE IN RESPONSE TO THESE UNDERSTANDINGS, THE WAYS WE ASSESS LEARNING, AND THE QUALITIES OF CHARACTER WE ENCOURAGE OUR STUDENTS TO DEVELOP - AS WELL AS THE SKILLS AND CONTENT MORE COMMONLY ASSOCIATED WITH "CURRICULUM." OUR CURRICULUM IS A DESIGNED CONTINUUM OF DEVELOPMENTALLY APPROPRIATE LEARNING EXPERIENCES ACROSS DEPARTMENTS. WINSOR FACULTY KNOWS AND UNDERSTANDS THE CURRICULUM AND TAKES RESPONSIBILITY FOR TEACHING IT. THE FOLLOWING FOUR PRINCIPLES ESTABLISH A BASIS FOR THE DESIGN OF THE WINSOR SCHOOL'S CURRICULUM FOR THE EARLY 21ST CENTURY.CONNECTED CURRICULUMTHE WINSOR SCHOOL BELIEVES THAT STUDENTS LEARN BEST WHEN THEIR IDEAS, SKILLS, AND EXPERIENCES ARE REINFORCED ACROSS THE DISCIPLINES AND THROUGH THE GRADE LEVELS IN A CONNECTED CURRICULUM. TEACHERS PLAN COURSES THAT ESTABLISH CONNECTIONS FOR STUDENTS BETWEEN SUBJECTS AND TO THEIR OWN EXPERIENCE; THESE COURSES BUILD ON STUDENTS' PRIOR LEARNING AND SET THE GROUNDWORK FOR THEIR FUTURE LEARNING. TEACHERS AT EACH GRADE LEVEL KNOW ONE ANOTHER'S CURRICULUM AND INCORPORATE CONTENT AND SKILL CONNECTIONS BETWEEN DISCIPLINES WHEN POSSIBLE. CONNECTED TEACHING AND LEARNING ARE INTEGRATED INTO A STUDENT'S ENTIRE WINSOR EXPERIENCE.A CONNECTED CURRICULUM MAY INCLUDE GRADE LEVEL WORK AROUND THEMES, TEACHING THAT ADDRESSES SHARED ESSENTIAL QUESTIONS, OR INTERDISCIPLINARY TEACHING, WHICH WE DEFINE AS A DESIGNED CONNECTION BETWEEN THEMES AND TOPICS IN MORE THAN ONE SUBJECT IN THE SAME YEAR.SKILLSTHE WINSOR SCHOOL BELIEVES THAT SKILLS - THE LEARNED PROCESSES AND STRATEGIES NEEDED TO ACCOMPLISH A TASK - ARE AN ESSENTIAL PART OF OUR CONNECTED CURRICULUM AND SHOULD BE TAUGHT EXPLICITLY. SKILLS ARE INTEGRATED INTO THE CURRICULUM IN A SPIRALING MODEL, WHERE THEY ADVANCE SEQUENTIALLY IN A COORDINATED FASHION ACROSS DEPARTMENTS FROM YEAR TO YEAR. STUDENTS DEMONSTRATE THEIR SKILL COMPETENCIES AT DEVELOPMENTALLY APPROPRIATE POINTS THROUGHOUT THE EIGHT-YEAR PROGRAM.OUR UNDERSTANDINGS OF HOW STUDENTS LEARN, INCLUDING RESEARCH ON LEARNING STYLES, MANDATE THAT TEACHERS IN EVERY COURSE OFFER STUDENTS SEVERAL WAYS TO UNDERSTAND, ACQUIRE, AND ORGANIZE NEW KNOWLEDGE. USING SKILLS IN MULTIPLE DISCIPLINES REINFORCES STUDENTS' PRIOR LEARNING AND ALLOWS THEM TO ACCESS AND EXPRESS THEIR OWN UNDERSTANDING. TEACHERS DEMONSTRATE, TEACH AND ASSESS SKILLS. THE SKILLS THAT STUDENTS ACQUIRE AT WINSOR SERVE AS TOOLS FOR LIFE-LONG LEARNING.PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITYTHE WINSOR SCHOOL BELIEVES THAT A CRITICAL ASPECT OF ACADEMIC EXCELLENCE IS PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITY. THE PRINCIPLES OF DIVERSITY ARTICULATE THE SCHOOL'S COMMITMENT TO "FOSTER A GLOBAL CONSCIOUSNESS AND TO MAINTAIN "AN ACADEMIC AND SOCIAL ENVIRONMENT WHERE ALL STUDENTS DEVELOP CONFIDENCE, VALUES, KNOWLEDGE, AND LIFE SKILLS THEY NEED TO THRIVE WITHIN WINSOR AND THE GLOBAL COMMUNITY."AS A DIVERSE COMMUNITY OF TEACHERS AND LEARNERS, WE BELIEVE IT IS IMPORTANT FOR EACH STUDENT TO SEE HERSELF AS ROOTED IN HER INDIVIDUAL CULTURE. WE ALSO BELIEVE THAT IT IS VITAL FOR WINSOR STUDENTS TO UNDERSTAND THE RICH, DYNAMIC CROSS-CULTURAL FORCES WHICH SHAPE OUR COUNTRY AND THE CONTEMPORARY WORLD. THEREFORE, WE TEACH THE WESTERN EXPERIENCE WITHIN THE BROAD CONTEXT OF GLOBAL INTERACTIONS AND ENCOUNTERS. COURSE OFFERINGS IN VARIOUS DISCIPLINES ENABLE STUDENTS TO BECOME FAMILIAR WITH A MULTIPLICITY OF POLITICAL, SOCIAL AND ECONOMIC SYSTEMS, RELIGIOUS AND ETHICAL BELIEFS, AND MODES OF ARTISTIC EXPRESSION. OUR CURRICULUM ALSO INFORMS STUDENTS ABOUT THE NATURAL ENVIRONMENT AND THE USE AND DISTRIBUTION OF OUR PLANET'S FINITE RESOURCES. IT ACTIVELY CHALLENGES STEREOTYPICAL THINKING AND FOSTERS EMPATHIC UNDERSTANDING - THE ABILITY TO SEE AND FEEL WHAT OTHERS SEE AND FEEL.THE WINSOR CURRICULUM ENCOURAGES STUDENTS TO DEVELOP A SENSE OF RESPONSIBILITY FOR THE LOCAL, NATIONAL, AND INTERNATIONAL COMMUNITY IN WHICH THEY LIVE. IT INSTILLS A HABIT OF THINKING BEYOND ONE'S IMMEDIATE SELF-INTEREST AND OF EVALUATING A COURSE OF ACTION IN THE LIGHT OF ITS IMPACT ON THE WELL-BEING OF OTHER PEOPLE AND THE NATURAL ENVIRONMENT. IT LEADS STUDENTS TO "A RECOGNITION OF THE FUNDAMENTAL INTERDEPENDENCE OF ALL PEOPLE."THE SCHOOL'S PRINCIPLES OF GLOBAL RESPONSIBILITYTHE WINSOR SCHOOL BELIEVES THAT A CRITICAL DIMENSION OF ACADEMIC EXCELLENCE IN THE 21ST CENTURY IS THE PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITY.THE FORCES OF GLOBALIZATION NOW ENSURE THAT INDIVIDUALS AND COMMUNITIES SEPARATED BY VAST GEOGRAPHIC DISTANCES AND CULTURAL DIFFERENCES ARE INCREASINGLY INTERCONNECTED AND INTERDEPENDENT. DISTANT PEOPLES AND EVENTS SHAPE LOCAL WORLDS, WHILE AT THE SAME TIME INDIVIDUAL AND COMMUNITY DECISIONS MADE AT WINSOR, IN BOSTON, OR IN NEW ENGLAND OFTEN HAVE AN IMPACT ON WIDER SOCIAL AND ECOLOGICAL ENVIRONMENTS.IN PREPARING ITS STUDENTS TO ACT RESPONSIBLY IN THIS INTERCONNECTED AND INTERDEPENDENT WORLD, THE WINSOR SCHOOL IS COMMITTED TO ENSURING THAT ITS STUDENTS NOT ONLY UNDERSTAND THE NATURE OF GLOBALIZATION BUT ALSO APPRECIATE THE PERSONAL STAKES AND RESPONSIBILITIES THEY HAVE AS GLOBAL CITIZENS.WE BELIEVE A GLOBAL CITIZEN...- RECOGNIZES THE DIGNITY OF EVERY INDIVIDUAL AND VALUES THE DIVERSITY OF HUMAN CULTURES.- STRIVES FOR SELF-KNOWLEDGE THROUGH THE STUDY OF OTHERS.- ASPIRES TO AN EMPATHETIC UNDERSTANDING OF OTHERS.- ACTIVELY SEEKS INTERCULTURAL DIALOGUE AND ENGAGEMENT.- IS WILLING TO ACT ON BEHALF OF SOCIAL JUSTICE AND HUMAN RIGHTS.- ACTS AS A STEWARD FOR THE NATURAL ENVIRONMENT.INDEPENDENT THINKING AND LEARNINGTHE WINSOR SCHOOL BELIEVES THAT STUDENTS SHOULD BE TAUGHT TO THINK AND LEARN INDEPENDENTLY IN ORDER TO GAIN THE COMPETENCE AND CONFIDENCE NECESSARY TO BE LIFE-LONG LEARNERS AND STRONG, COURAGEOUS WOMEN. THE WINSOR CURRICULUM GUIDES STUDENTS TOWARD INDEPENDENCE THROUGH AGE-APPROPRIATE EXPERIENCES THAT LEAD THEM TO TAKE INCREASING RESPONSIBILITY FOR THEIR OWN LEARNING.WINSOR FACULTY ARE COMMITTED TO TEACHING STUDENTS THE SKILLS THAT ARE ESSENTIAL TO IDENTIFYING PROBLEMS AND TO DISCOVERING CREATIVE, INFORMED SOLUTIONS TO THEM. THEY TEACH STUDENTS THE SKILLS NEEDED TO STRUCTURE THEIR LEARNING THROUGHOUT THEIR LIVES. STUDENTS LEARN TO DEVELOP A PROCESS FOR DISCOVERY, KNOWING THAT THE PATH ISN'T ALWAYS DIRECT. OUR CURRICULUM TEACHES STUDENTS TO QUESTION EXISTING NORMS AND TO THINK FROM ANOTHER'S PERSPECTIVE; IT PROVIDES THEM WITH OPPORTUNITIES TO APPLY EXISTING KNOWLEDGE AND TOOLS TO UNFAMILIAR PROBLEMS AND TO REACT EFFECTIVELY IN NOVEL SITUATIONS.STUDENTS LEARN WHEN TO SEEK GUIDANCE, THE VALUE OF COLLABORATION, AND HOW TO BE OPEN TO CONSTRUCTIVE CRITICISM. WE BELIEVE THAT A STUDENT WHO TAKES RESPONSIBILITY FOR STRUCTURING AND ASSESSING HER OWN LEARNING IS LIKELY TO HAVE A DEEPER UNDERSTANDING OF WHAT SHE HAS LEARNED AND A - "FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFE-LONG BASIS FOR INDEPENDENT THINKING." 4885795 4885795 A WINSOR EDUCATION IS AN INCREDIBLE INVESTMENT IN A GIRL'S FUTURE. WINSOR BELIEVES IN ENROLLING TALENTED STUDENTS WITH GREAT POTENTIAL REGARDLESS OF THEIR FAMILIES' FINANCIAL CIRCUMSTANCES, AND AWARDS OVER $4.8 MILLION ANNUALLY IN NEED-BASED FINANCIAL AID TO MAKE THE SCHOOL FINANCIALLY ACCESSIBLE TO A RANGE OF FAMILIES. MORE THAN 25% OF THE STUDENT BODY RECEIVES AID WITH GRANTS COVERING 5% TO 100% OF OVERALL TUITION. 29033897 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 140 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X ELIZABETH MCNEIL 6179121317 103 PILGRIM ROAD BOSTON MA 02215 ALLISON KANEB PELLEGRINO PRESIDENT 5.00 X X 0 0 0 LARRY CHENG VICE PRESIDENT 5.00 X X 0 0 0 LORI WHELAN TREASURER 5.00 X X 0 0 0 DAVID E GOEL ASSISTANT TREASURER 5.00 X X 0 0 0 ELIZABETH BENNETT CARROLL CLERK 5.00 X X 0 0 0 CHRISTOPHER ANDREWS TRUSTEE 2.00 X 0 0 0 EMAN ANSARI TRUSTEE 2.00 X 0 0 0 WENDY CROMWELL TRUSTEE 2.00 X 0 0 0 PATIENCE CROZIER TRUSTEE 2.00 X 0 0 0 JENNIFER DOLINS TRUSTEE 2.00 X 0 0 0 LINDA DORCENA FORRY TRUSTEE 2.00 X 0 0 0 MARY GALLAGHER TRUSTEE 2.00 X 0 0 0 CLAIRE PASTERNACK GOLDSMITH TRUSTEE 2.00 X 0 0 0 JONATHAN GOLDSTEIN TRUSTEE 2.00 X 0 0 0 MARY BETH GORDON TRUSTEE 2.00 X 0 0 0 LISA JACKSON TRUSTEE 2.00 X 0 0 0 SAM KENNEDY TRUSTEE 2.00 X 0 0 0 JESSICA LUTZKER TRUSTEE 2.00 X 0 0 0 MALLIKA MARSHALL TRUSTEE 2.00 X 0 0 0 ERICA MAYER TRUSTEE 2.00 X 0 0 0 ELISE MCDONALD TRUSTEE 2.00 X 0 0 0 JOSEPH J O'DONNELL TRUSTEE 2.00 X 0 0 0 PARESH PATEL TRUSTEE 2.00 X 0 0 0 MARION RUSSELL TRUSTEE 2.00 X 0 0 0 KERRY SWORDS TRUSTEE 2.00 X 0 0 0 PERRY M TRAQUINA TRUSTEE 2.00 X 0 0 0 EMILY LUBIN WOODS TRUSTEE 2.00 X 0 0 0 SARAH PELMAS HEAD OF SCHOOL 50.00 X X 599107 0 125359 KAREN GEROMINI CHIEF OPERATING OFFICER 40.00 X 249777 0 42640 KATE M A CASPAR ASSOCIATE HEAD OF SCHOOL 40.00 X 224094 0 17863 CRAIG C ALLEN DIRECTOR OF COLLEGE COUNSEL 40.00 X 176397 0 29782 JOHN CROMPTON DIR. OF FACILITIES & CONST 40.00 X 182638 0 35310 SHARON JONES PHINNEY HEAD OF LOWER SCHOOL 40.00 X 174929 0 18173 AUDRA MCFARLAND DIR. OF ADMISSIONS & FINANCIAL AID 40.00 X 155174 0 36996 ERIKA MCMAHON DIR. OF ADVANCEMENT, CAMPAIGN DIRECTOR 40.00 X 164657 0 37105 1926773 0 343228 60 0 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1004182 NASH CONTRACTING INC 209 N MAIN ST STE 1 NORTH BROOKFIELD MA 01535 CONSTRUCTION 600119 COMPASS FACILITY SERVICE 65 JACKMAN STREET GEORGETOWN MA 01883 CLEANING SERVICES 384371 ALLIED UNIVERSAL 580 HARRISON AVE SUITE 3E BOSTON MA 02118 SECURITY SERVICES 382246 FIRST STUDENT INC 15 YORK AVE RANDOLPH MA 02368 BUS SERVICES 350349 18 10451956 280680 10451956 TUITION AND FEES 611110 27031890 27031890 27031890 364871 -21233 386104 570124 7666 562458 562458 562458 1286621 0 1286621 1286621 36428 1250193 OTHER REVENUE 611110 78345 78345 78345 39776141 27672693 15195 1636297 4885795 4885795 1221760 692195 316726 212839 13082415 11412760 913279 756376 965813 847139 71588 47086 1468793 1247213 75208 146372 1008251 679937 259488 68826 148853 148853 101853 101853 753192 753192 3620475 1664267 1157932 798276 1359261 1359261 225654 88765 134897 1992 4262099 2967821 926789 367489 233314 233314 SUPPLIES 975473 663693 270486 41294 LOAN EXPENSES 910834 910834 FOOD SERVICES 902563 847952 7728 46883 EQUIP. RENTAL & MAINT. 583731 491294 92437 626093 274971 138173 212949 37336222 29033897 5601943 2700382 6954049 2969731 2730882 6608839 97876 79849 74821 61002 1526918 1670804 136495852 45664741 93177079 90831111 12276361 15657763 88590043 99911932 205428029 217791031 3448803 3552683 2462273 3029932 38695472 38486976 1185863 1032489 45792411 46102080 X 91307690 92450877 68327928 79238074 159635618 171688951 205428029 217791031 2439919 9613414 0 X 0 1 X 1 0 X 7055879 9220472 5265015 8413351 10451956 40406673 7055879 9220472 5265015 8413351 10451956 40406673 9552383 30854290 222463 724383 554765 280597 386104 2168312 31166 31166 42606151 127888466 0.72420 0.69660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100892893 4595017 10620028 3605000 112502938 111189502 4064608 -11281703 3079514 100892893 82085921 9768946 22158819 2824184 111189502 76517169 5462821 2658678 2552747 82085921 72105362 5486115 1520032 2594340 76517169 0.36720 0.63280 0.00000 0 0 1148744 1148744 118814985 33895111 84919874 16126305 11677013 4449292 405818 92617 313201 90831111 LIMITED LIABILITY PARTNERSHIPS AND COMPANIES 99911932 F 99911932 CHARITABLE GIFT ANNUITIES PAYABLE 52665 DEFERRED LIABILITY-POOLED INCOME FUND 1452 FUNDS HELD FOR OTHERS 153902 TUITION DEPOSITS 824470 1032489 X 43758234 9613414 7666 9621080 34137154 753192 4885795 5638987 39776141 31704901 7666 7666 31697235 753192 4885795 5638987 37336222 PART V, LINE 4: GIFTS TO THE ENDOWMENT HELP TO SECURE THE SCHOOL'S LONG-TERM FINANCIAL STABILITY AND FUND THE CURRENT PRIORITIES THROUGH THE ONGOING INTEREST GENERATED BY THE ENDOWMENT. WINSOR HONORS DONORS TO ENDOWED FUNDS EACH YEAR IN THE ANNUAL REPORT, WHICH INCLUDES A FULL LIST OF ALL NAMED FUNDS ESTABLISHED SINCE THE SCHOOL'S INCEPTION. BY ESTABLISHING AN ENDOWED FUND OR CONTRIBUTING TO AN EXISTING FUND, YOU CAN SUPPORT WINSOR AND THE GIRLS IN SEVERAL WAYS: - A SCHOLARSHIP FUND HELPS TO MAKE A WINSOR EDUCATION POSSIBLE FOR DESERVING STUDENTS - AN ENDOWED FUND CAN BE DESIGNATED TO SUPPORT A DEPARTMENT, TECHNOLOGY, ATHLETICS, THE LIBRARY, OR FACULTY ENRICHMENT - AN ENDOWED FACULTY CHAIR SUPPORTS A TEACHER IN HER/HIS WORK WITH STUDENTS AND ENCOURAGES PROFESSIONAL DEVELOPMENT AND PERSONAL GROWTH PART X, LINE 2: ACCOUNTING FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS OVER WHICH OF ITS ACTIVITIES ARE RELATED AND UNRELATED AS ITS ONLY TAX POSITIONS; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 7,666. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE 4,885,795. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 7,666. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE 4,885,795. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NOTICE OF THE NON-DISCRIMINATION POLICY AS TO STUDENTS IS PUBLISHED IN THE SCHOOL'S APPLICATIONS AND ON THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 26780252 0 0 0 0 0 0 26780252 0 26780252 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 SCHOLARSHIPS 121 4885795 FMV TUITION REDUCTION PART I, LINE 2: STUDENT AID IS BASED ON NEED. GRANTS AND OTHER ASSSISTANCE ARE RELATED TO INSTITUTIONAL FINANCIAL AID FOR WHICH STUDENTS APPLY THROUGH THE FINANCIAL AID OFFICE. ALL AID IS AWARDED BASED ON CERTAIN GUIDELINES AND IS CREDITED DIRECTLY TO STUDENT'S TUITION ACCOUNTS. 1 X X X X X 0 1 0 0 0 0 0 0 0 SARAH PELMAS HEAD OF SCHOOL 593265 0 0 0 5842 0 91000 0 34359 0 724466 0 0 0 KAREN GEROMINI CHIEF OPERATING OFFICER 249402 0 0 0 375 0 25000 0 17640 0 292417 0 0 0 KATE M A CASPAR ASSOCIATE HEAD OF SCHOOL 223893 0 0 0 201 0 16364 0 1499 0 241957 0 0 0 JOHN CROMPTON DIR. OF FACILITIES & CONST 181530 0 0 0 1108 0 17933 0 17377 0 217948 0 0 0 CRAIG C ALLEN DIRECTOR OF COLLEGE COUNSEL 175843 0 0 0 554 0 17096 0 12686 0 206179 0 0 0 ERIKA MCMAHON DIR. OF ADVANCEMENT, CAMPAIGN DIRECT 164573 0 0 0 84 0 8587 0 28518 0 201762 0 0 0 SHARON JONES PHINNEY HEAD OF LOWER SCHOOL 174375 0 0 0 554 0 16940 0 1233 0 193102 0 0 0 AUDRA MCFARLAND DIR. OF ADMISSIONS & FINANCIAL AID 155099 0 0 0 75 0 8475 0 28521 0 192170 0 0 0 PART I, LINE 4B SARAH PELMAS EARNED NON-TAXABLE SECTION 457(F) DEFERRED COMPENSATION IN 2022 IN THE AMOUNT OF $40,000. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2021-12-13 38866134 REFINANCING OF SERIES 2013A AND 2013B REVENUE BOND ISSUES 0 0 0 A 38866134 38866134 2021 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 63116 REDUCED TUITION X 28 280680 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 WINSOR PREPARES YOUNG WOMEN TO PURSUE THEIR ASPIRATIONS AND CONTRIBUTE TO THE WORLD. WINSOR STRIVES TO CONSCIOUSLY CREATE AN ENVIRONMENT OF RESPECT AND INCLUSION AND TO SUPPORT ETHNIC, RACIAL, RELIGIOUS AND SOCIO-ECONOMIC DIVERSITY AMONG ALL THE CONSTITUENCIES OF THE SCHOOL. THE WINSOR SCHOOL BELIEVES THAT A CRITICAL DIMENSION OF ACADEMIC EXCELLENCE IN THE 21ST CENTURY IS THE PREPARATION FOR RESPONSIBLE PARTICIPATION IN THE GLOBAL COMMUNITY. PRINCIPLES OF DIVERSITY, EQUITY AND INCLUSION THE SCHOOL AFFIRMS, TEACHES AND VALUES: - BELIEF IN THE DIGNITY AND HUMANITY OF EVERY PERSON - OPENNESS TO NEW IDEAS AND REJECTION OF STEREOTYPICAL THINKING. - COMMITMENT TO UNDERSTANDING INDIVIDUAL AND GROUP DIFFERENCES. - RESPECT FOR ONESELF AND FOR ONE ANOTHER AND RESPONSIBILITY FOR ONESELF AND FOR THE COMMUNITY. - ANTI-RACISM AND THE DISRUPTION OF ALL SYSTEMIC OPPRESSION - GENEROSITY OF SPIRIT, THINKING BEYOND ONE'S IMMEDIATE SELF-INTEREST, AND SHARING TALENTS FREELY WITH OTHERS. - HONESTY, KINDNESS, INTEGRITY, COURAGE, HUMILITY, AND EMPATHY. WINSOR HONORS EACH COMMUNITY MEMBER'S ETHNICITY, RACE, RELIGION, GENDER IDENTITY, SEXUAL ORIENTATION, SOCIO-ECONOMIC STATUS, AGE, AND PHYSICAL AND MENTAL ABILITY. THE SCHOOL IS COMMITTED TO PROVIDING A SAFE, SUPPORTIVE SETTING SO THAT STUDENTS HAVE THE OPPORTUNITY TO EXPLORE AND TO CLARIFY THEIR OWN BELIEFS AND VALUES, TO TAKE RISKS, AND TO THINK AND SPEAK FOR THEMSELVES. WINSOR RECOGNIZES THE IMPORTANCE OF COMMUNICATION AND OF ENCOURAGING DIALOGUE AMONG ALL CONSTITUENCIES. TO TEACH THESE VALUES, WHICH FLOW FROM THE MISSION OF THE WINSOR SCHOOL - PREPARING YOUNG WOMEN TO PURSUE THEIR ASPIRATIONS AND TO CONTRIBUTE TO THE WORLD - THE SCHOOL IS: - CONSCIOUSLY FOSTERING AN ENVIRONMENT OF RESPECT AND INCLUSION THROUGH A WIDE ARRAY OF COMMUNITY-BUILDING PROGRAMS; - CONTINUING TO BUILD AN INCLUSIVE CURRICULUM; - SUPPORTING ON-GOING PROFESSIONAL DEVELOPMENT FOR FACULTY AND STAFF; - STRIVING TO EFFECTIVELY ENGAGE A RANGE OF LEARNING STYLES; - PROMOTING EQUITY AMONG ALL THE CONSTITUENCIES OF THE SCHOOL; - RESPONDING TO INDIVIDUAL AND INSTITUTIONAL PREJUDICES, BOTH OVERT AND SUBTLE; - ACTIVELY SEEKING TO DISMANTLE SYSTEMS OF OPPRESSION; AND - OFFERING A VARIETY OF WAYS OF PARTICIPATING IN AND CONTRIBUTING TO THE WIDER COMMUNITY. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: WINSOR IS A DIVERSE, VIBRANT COMMUNITY THAT VALUES INTELLECTUAL CURIOSITY, AUTHENTIC ENGAGEMENT AND PERSONAL INTEGRITY. WE CHALLENGE OUR STUDENTS TO LEAD LIVES OF PURPOSE AS RESPONSIBLE, GENEROUS-MINDED WOMEN. THE WINSOR SCHOOL IS DEDICATED TO DEVELOPING THE INDIVIDUAL TALENTS OF ACADEMICALLY PROMISING AND MOTIVATED GIRLS IN GRADES FIVE THROUGH TWELVE. ITS RIGOROUS ACADEMIC CURRICULUM IS COMPLETED BY A STRING OF OFFERINGS IN THE ARTS AND PHYSICAL EDUCATION. THE SCHOOL HELPS STUDENTS BUILD A FOUNDATION OF SKILLS AND KNOWLEDGE TO SERVE AS A LIFELONG BASE FOR INDEPENDENT THINKING, PROBLEM SOLVING, CREATIVITY, AND WISE DECISION-MAKING. WINSOR STUDENTS ARE EXPECTED TO PURSUE ACADEMIC AND PERSONAL EXCELLENCE AND TO SHOW CONCERN AND RESPECT FOR OTHERS, FOR THE COMMUNITY OF THE SCHOOL, AND FOR THE WORLD IN WHICH THEY LIVE. THEY ARE ENCOURAGED BY A DEDICATED AND CARING FACULTY TO DEVELOP CONFIDENCE IN ALL AREAS OF STUDY, TO EXPRESS THEMSELVES EFFECTIVELY, TO BECOME LEADERS, AND TO FACE CHALLENGES WITH COURAGE AND INTEGRITY. COMMITTED TO DIVERSITY IN ITS STUDENT BODY AND FACULTY AND TO AN INCLUSIVE CURRICULUM, THE SCHOOL FOSTERS AN APPRECIATION OF INDIVIDUAL AND CULTURAL DIFFERENCES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE POSTED ON THE TRUSTEES-ONLY SECURE WEB PORTAL PRIOR TO FILING FOR THE FULL BOARD TO REVIEW. CERTAIN DONORS HAVE REQUESTED THAT THEIR NAMES AND ADDRESSES BE REDACTED TO PROTECT THEIR PRIVACY. THE SCHOOL INFORMS ALL MEMBERS OF THE GOVERNING BODY THAT SCHEDULE B, "SCHEDULE OF CONTRIBUTORS" IS AVAILABLE FOR THEIR REVIEW UPON REQUEST BEFORE THE FORM 990 IS ULTIMATELY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR, EACH BOARD MEMBER RECEIVES, SIGNS, AND RETURNS A CONFLICT OF INTEREST CERTIFICATE TO THE CLERK OF THE BOARD OF TRUSTEES. THE CERTIFICATE INFORMS THE BOARD MEMBER OF THE SCHOOL'S POLICY AND ALLOWS THEM TO DISCLOSE ANY POSITIONS WITH THE SCHOOL THAT MIGHT BE CONSIDERED AS CONFLICTING. THE CLERK REVIEWS EACH OF THE CERTIFICATES, AND IF A CONFLICT ARISES, IT IS BROUGHT TO THE ATTENTION OF OTHER OFFICERS OF THE BOARD. IT IS THE RESPONSIBILITY OF THOSE OFFICERS TO DETERMINE THE EXTENT OF THE CONFLICT, WITH THE GOAL OF PREVENTING ABUSE BUT NOT ELIMINATING SOMEONE FROM DOING BUSINESS WITH THE SCHOOL FOR LEGITIMATE PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 BASED ON COMPARABILITY DATA AND REVIEW BY INDEPENDENT PERSONS, THE FULL BOARD OF TRUSTEES PROPOSES, VOTES ON, AND SETS THE COMPENSATION FOR THE CEO. THERE WAS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE BOARD OF TRUSTEE'S FINANCE COMMITTEE REVIEWS AVAILABLE INFORMATION FOR COMPENSATION AND MAKES A RECOMMENDATION TO THE FULL BOARD WHICH IS THEN VOTED UPON BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 990, FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US.