2025-04-10T18:20:27-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-07-01 060646784 POMFRET SCHOOL INCORPORATED POMF 8609636100 398 POMFRET STREET POMFRET CT 06258 MELISSA WOODIN CHIEF FINANCIAL OFFICER 8609636100 2025-04-07 1 0 JOHN TOSCANO P00358542 8605614000 2025-03-31 2023 2025-03-06 01:10:19Z JOHN TIMOTHY RICHARDS 398 POMFRET STREET POMFRET CT 06258 50197423 0 X WWW.POMFRET.ORG X 1928 CT POMFRET SCHOOL IS A COEDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR BOARDING AND DAY STUDENTS IN GRADES 9 THROUGH 12 WITH POSTGRADUATES. THE MISSION OF THE SCHOOL IS TO CULTIVATE A HEALTHY INDEPENDENCE OF MIND, BODY, AND SPIRIT AS STUDENTS ARE PREPARED FOR COLLEGE AND TO LEARN IN A DIVERSE AND INCREASINGLY INTERCONNECTED SOCIETY. 30 30 206 49 256089 0 12042507 4873265 23892638 23921689 -194834 1321218 608872 575822 36349183 30691994 4848740 4737427 0 0 14303665 14428236 0 0 2008004 12036489 12142785 31188894 31308448 5160289 -616454 144876986 149232312 34170014 33210119 110706972 116022193 POMFRET SCHOOL EMPOWERS STUDENTS TO PURSUE LIVES OF PURPOSE AND MEANING. 0 0 24604122 4737427 24154340 INDEPENDENT, COED, COLLEGE PREP, BOARDING AND DAY SCHOOL EDUCATION AND RELATED SERVICES TO APPROXIMATELY 350 STUDENTS, IN GRADES 9 THROUGH 12, FROM 25 STATES AND 21 COUNTRIES. WE ALSO OFFER A POST GRADUATE YEAR. 24604122 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 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 115 0 1 206 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X MELISSA WOODIN 8609636140 398 POMFRET STREET POMFRET CT 062580128 JUSTIN KLEIN CHAIR 5.00 X X 0 0 0 DARYLE BOST VICE CHAIR 5.00 X X 0 0 0 STEPHANIE SCHUETZ SECRETARY 5.00 X X 0 0 0 MICHAEL MARRUS TREASURER 5.00 X X 0 0 0 MARK BLODGETT TRUSTEE 1.00 X 0 0 0 DENA COCOZZA O'HARA TRUSTEE 1.00 X 0 0 0 MARK COHEN TRUSTEE 1.00 X 0 0 0 ERIC COLEMAN TRUSTEE 1.00 X 0 0 0 TED DENAPOLI TRUSTEE 1.00 X 0 0 0 TRINA GARY TRUSTEE 1.00 X 0 0 0 BRENDON GIBLIN TRUSTEE 1.00 X 0 0 0 MOLLY HANSON TRUSTEE 1.00 X 0 0 0 LISA KANEB TRUSTEE 1.00 X 0 0 0 LAURA KEELER PIERCE TRUSTEE 1.00 X 0 0 0 SCOTT MAKER TRUSTEE 1.00 X 0 0 0 GREG MELVILLE TRUSTEE 1.00 X 0 0 0 NICK METTLER TRUSTEE 1.00 X 0 0 0 TOYIN MOSES TRUSTEE 1.00 X 0 0 0 DAVID MURRAY TRUSTEE 1.00 X 0 0 0 ROBERT OLMSTED TRUSTEE 1.00 X 0 0 0 LINDSAY PAUL TRUSTEE 1.00 X 0 0 0 ESEZELE PAYNE TRUSTEE 1.00 X 0 0 0 SEAN RHATIGAN TRUSTEE 1.00 X 0 0 0 HADLEY ROSEN TRUSTEE 1.00 X 0 0 0 JODY SOJA TRUSTEE 1.00 X 0 0 0 DAN THOMPSON TRUSTEE 1.00 X 0 0 0 ETIENNE VAZQUEZ TRUSTEE 1.00 X 0 0 0 MICHELLE WILLIAMS TRUSTEE 1.00 X 0 0 0 KATE WILSON TRUSTEE 1.00 X 0 0 0 BUZZ YUDELL TRUSTEE 1.00 X 0 0 0 JOHN TIMOTHY RICHARDS HEAD OF SCHOOL 50.00 X 424898 0 99750 EDWARD GRIFFIN CFO 50.00 X 262349 0 81473 WILLIAM MITCHELL DIRECTOR OF ADVANCEMENT 50.00 X 222155 0 87828 GWYNETH CONNELL DIRECTOR OF GRAUER INSTITUTE 50.00 X 156279 0 71364 DONALD GIBBS ASSOCIATE HEAD OF SCHOOL 50.00 X 149516 0 49942 BRENDA BULLIED DIRECTOR OF FACILITIES 50.00 X 141395 0 77883 SUSAN MANTILLA-GOIN DEAN OF ENROLLMENT MANAGEMENT 50.00 X 132110 0 46017 1488702 0 514257 14 0 1 0 SHAWMUT DESIGN & CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 DESIGN CONSULTING SERVICES 7670990 FLIK PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1836060 ANNUM ARCHITECTS INC 40 BROAD STREET-SUITE 102 BOSTON MA 02109 ARCHITECTURE SERVICES 841232 COMPASS FACILITY SERVICES 65 JACKMAN STREET GEORGETOWN MA 01833 JANITORIAL SERVICES 634835 ALLIED PRINTING SERVICES INC PO BOX 850 MANCHESTER CT 06045 PRINTING SERVICES 224408 10 4873265 606946 4873265 TUITION & FEES 611110 23507023 23507023 AUXILIARY REVENUES 611110 342337 342337 APPLICATION FEES 611110 72329 72329 23921689 1145516 29011 1116505 4375 0 4375 4375 4375 19589034 19413332 175702 175702 35094 140608 255789 92097 163692 163692 OTHER REVENUES 611110 407755 68959 191984 146812 407755 30691994 24154340 256089 1408300 4737427 4737427 812289 122580 567128 122581 106849 106849 9678456 7183216 1432019 1063221 791428 581867 121952 87609 2300715 1897563 260498 142654 738499 511953 151701 74845 127928 127928 76529 76529 441103 441103 545847 513696 23300 8851 2756473 2594115 117661 44697 632005 594779 37226 2622334 2467877 154457 493607 464533 21070 8004 DINING SERVICES 1702131 1702131 INSTRUCTIONAL 767040 767040 GENERAL INSTITUTIONAL 523971 523971 ADVANCEMENT EXPENSES 455542 455542 998275 358496 639779 31308448 24604122 4696322 2008004 1613333 5757148 9715911 274206 8162919 5907648 73477 76411 486698 668526 134681455 73164058 49133390 61517397 33129263 37032617 40008424 35309317 2553571 2689042 144876986 149232312 1883096 2270048 8207047 8407139 22616618 22074689 10504 0 1452749 458243 34170014 33210119 X 36464079 36268225 74242893 79753968 110706972 116022193 144876986 149232312 X -616454 5664110 267565 X X 0 1 X 1 0 X 3555296 7863227 8941697 12042507 4873265 37275992 3555296 7863227 8941697 12042507 4873265 37275992 4961921 32314071 866222 494548 789894 966946 1120880 4238490 239981 16177 106596 137307 256089 756150 99487 138680 212321 146812 597300 42867932 114592814 0.75380 0.76070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 99,487. 2021 AMOUNT: $ 138,680. 2022 AMOUNT: $ 212,321. 2023 AMOUNT: $ 146,812. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67663040 872190 6444462 773922 2002478 72203292 64702589 1087886 4449147 732240 1844342 67663040 73394728 1010803 -7302904 624765 1775273 64702589 55424598 2054026 18135604 649132 1570368 73394728 52973965 875068 3642190 2066625 55424598 0.14050 0.85950 0.00000 0 0 1963641 1963641 86803636 50245722 36557914 7902016 6817697 1084319 38012162 16100639 21911523 61517397 LIMITED PARTNERSHIPS & ALT INVESTMENTS 35309317 F 35309317 ANNUITY OBLIGATIONS 424719 LEASE LIABILITY 33524 458243 X 31445139 5664110 -4469862 1194248 30250891 441103 441103 30691994 26129918 0 26129918 441103 4737427 5178530 31308448 PART V, LINE 4: THE SCHOOL INVESTS ITS ENDOWMENT FUNDS TO GENERATE INCOME AND LONG-TERM GROWTH. THE ENDOWMENT'S RETURN IS UTILIZED IN ACCORDANCE WITH DONOR IMPOSED STIPULATIONS OR, IN THE ABSENCE THEREOF, TO SUPPORT THE SCHOOL'S OPERATIONS, IN ACCORDANCE WITH ITS SPENDING POLICY. PART X, LINE 2: THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2024. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,737,427. PROVISION FOR UNCOLLECTIBLE PLEDGES 75,192. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 192,373. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,737,427. 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 RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN LOCAL AND REGIONAL NEWSPAPERS. POLICY IS ALSO DISCLOSED ON SCHOOL'S WEBSITE AND ALL ENROLLMENT MATERIALS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 25199000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1402000 0 0 0 0 0 0 26601000 0 26601000 1 0 0 0 1 0 SCHEDULE F, PART I, LINE 3(D) INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. 1 FINANCIAL AID 107 4737427 FMV TUITION ASSISTANCE PART I, LINE 2: FINANCIAL AID IS AWARDED BASED ON DEMONSTRATED FINANCIAL NEED. TO DETERMINE FINANCIAL NEED, POMFRET USES A NATIONALLY STANDARDIZED SYSTEM FOR FINANCIAL AID OFFERED BY A PLATFORM CALLED CLARITY. CLARITY COLLECTS A FAMILY'S FINANCIAL INFORMATION AND PERFORMS AN INITIAL ANALYSIS, PROVIDING AN ESTIMATED NEED TO POMFRET SCHOOL. THE FINANCIAL AID COMMITTEE AT POMFRET USES THIS ESTIMATED NEED AS A GUIDELINE IN DETERMINING FINANCIAL AID ELIGIBILITY AND AWARDS. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 JOHN TIMOTHY RICHARDS HEAD OF SCHOOL 423198 0 0 0 1700 0 29700 0 70050 0 524648 0 0 0 EDWARD GRIFFIN CFO 261394 0 0 0 955 0 24435 0 57038 0 343822 0 0 0 WILLIAM MITCHELL DIRECTOR OF ADVANCEMENT 220840 0 0 0 1315 0 21285 0 66543 0 309983 0 0 0 GWYNETH CONNELL DIRECTOR OF GRAUER INSTITUTE 151943 0 3500 0 836 0 14527 0 56837 0 227643 0 0 0 BRENDA BULLIED DIRECTOR OF FACILITIES 140319 0 0 0 1076 0 13820 0 64063 0 219278 0 0 0 DONALD GIBBS ASSOCIATE HEAD OF SCHOOL 145398 0 3000 0 1118 0 14519 0 35423 0 199458 0 0 0 SUSAN MANTILLA-GOIN DEAN OF ENROLLMENT MANAGEMENT 131441 0 0 0 669 0 12825 0 33192 0 178127 0 0 0 PART I, LINE 1A THE SCHOOL REQUIRES THE HEAD OF SCHOOL, SCHOOL MANAGEMENT AND CERTAIN FACILITY MEMBERS TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. CLEANING SERVICES ARE PROVIDED TO THE RESIDENCE OF THE HEAD OF SCHOOL. THESE BENEFITS ARE TREATED AS NONTAXABLE COMPENSATION. PART I, LINE 7 EMPLOYEES ARE ELIGIBLE TO RECEIVE BONUSES AT THE DISCRETION OF THE HEAD OF SCHOOL. A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2021-04-09 23728000 REFUND SERIES B BONDS, FUND CAPITAL PROJECTS AND PAY ISSUANCE COSTS 0 0 0 A 1319621 23728000 270527 782218 22675255 2022 1 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 0 ANNE RICHARDS HEAD OF SCHOOL'S SPOUSE 57171 COMPENSATION AS COORDINATOR OF YOGA 0 LAUREN GRIFFIN CHIEF FINANACIAL OFFICER'S SPOUSE 49678 COMPENSATION AS ASSISTANT DIRECTOR OF LEARNING SUPPORT. 0 X 30 606946 0 0 1 0 PART I, COLUMN (B): THE AMOUNT OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, COLUMN (B): ALL AMOUNTS REPORTED IN COLUMN B REPRESENT THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE PRESIDENT, VP, SECRETARY AND TREASURER. FORM 990, PART VI, SECTION B, LINE 11B IN ADVANCE OF ITS FILING, THE FORM 990 IS PROVIDED VIA EMAIL TO THE SCHOOL'S BOARD OF TRUSTEES FOR REVIEW AND COMMENT. AFTER GIVING THE BOARD AN OPPORTUNITY TO COMMENT AND ANY NECESSARY REVISIONS MADE TO THE 990, THE SCHOOL'S CFO SUBMITS FORM 990 TO IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND KEY EMPLOYEES (INTERESTED PERSONS) ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE SCHOOL'S DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF AN INTERESTED PERSON BELIEVES THAT HE OR SHE HAS A CONFLICT OF INTEREST, SUCH PERSON SHALL RECUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST AND SHALL NOT VOTE ON ANY MATTERS WITH RESPECT THERETO. IF AN INTERESTED PERSON IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A CONFLICT OF INTEREST, HE OR SHE SHALL SEEK A DETERMINATION BY THE BOARD AS TO WHETHER A CONFLICT OF INTEREST EXISTS. SUCH INTERESTED PERSON SHALL BE BOUND BY A DECISION OF THE BOARD WITH RESPECT TO THE EXISTENCE OF A CONFLICT OF INTEREST. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE SCHOOL'S DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL'S EXECUTIVE COMMITTEE REVIEWS THE SALARIES AND BENEFITS OF THE TOP MANAGEMENT AND COMPARES THEM TO SURVEYS OF TOP MANAGEMENT OF LIKE-SIZED SCHOOLS. CONTRACTS ARE PRESENTED TO REMAINDER OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL. THE HEAD OF SCHOOL AND A COMMITTEE OF BOARD MEMBERS REVIEW THE SALARIES OF KEY EMPLOYEES AND OTHER OFFICERS AND COMPARE THEM TO SALARIES OF LIKE SIZED SCHOOLS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENTS 192,373. PROVISION FOR UNCOLLECTIBLE PLEDGES 75,192. CHARITABLE REMAINDER TRUSTS (3) TRUST CT POMFRET SCHOOL T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0