2022-03-28T08:16:58-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2020-07-01 060646784 POMFRET SCHOOL INCORPORATED POMF 8609636100 398 POMFRET STREET POMFRET CT 06258 EDWARD T GRIFFIN CHIEF FINANCIAL OFFICER 8609636100 2022-03-23 1 EDWARD GRIFFIN 999009999 JOHN TOSCANO P00358542 8605614000 2022-03-23 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN TIMOTHY RICHARDS 398 POMFRET STREET POMFRET CT 06258 71601056 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. 27 26 174 290 16177 0 3555296 7863227 20759105 20967692 -151008 2932386 390092 468755 24553485 32232060 4540189 4976233 0 0 11822353 11979151 0 0 1549886 9425917 8903309 25788459 25858693 -1234974 6373367 109551506 130556707 24562715 24319174 84988791 106237533 THE MISSION OF THE SCHOOL IS TO EMPOWER STUDENTS TO PURSUE LIVES OF PURPOSE AND MEANING. 0 0 20400438 4976233 21286782 INSTRUCTION & RELATED SUPPORT SERVICES 20400438 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 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 66 0 1 174 1 1 1 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 X EDWARD T GRIFFIN CHIEF FINANCIAL OFFICER 8609636100 398 POMFRET STREET POMFRET CT 06258 JOHN TIMOTHY RICHARDS HEAD OF SCHOOL 50.00 X X 381215 0 102575 JUSTIN KLEIN CHAIR 5.00 X X 0 0 0 MONIQUE MILES VICE CHAIR 5.00 X X 0 0 0 LINDSAY BELEW PAUL TREASURER 5.00 X X 0 0 0 STEPHANIE SCHUETZ SECRETARY 5.00 X 0 0 0 TIFFANY DING TRUSTEE 1.00 X 0 0 0 T WILSON EGLIN 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 MEREDITH J HANSON TRUSTEE 1.00 X 0 0 0 REBECCA D HENRY TRUSTEE 1.00 X 0 0 0 JAY LUCHS TRUSTEE 1.00 X 0 0 0 SCOTT MAKER TRUSTEE 1.00 X 0 0 0 MICHAEL MARRUS TRUSTEE 1.00 X 0 0 0 GREGORY W MELVILLE TRUSTEE 1.00 X 0 0 0 NICK METTLER TRUSTEE 1.00 X 0 0 0 ROBERT K MULLARKEY TRUSTEE 1.00 X 0 0 0 DAVID M MURRAY TRUSTEE 1.00 X 0 0 0 DENA COCOZZA O'HARA TRUSTEE 1.00 X 0 0 0 ROBERT M OLMSTEAD TRUSTEE 1.00 X 0 0 0 ESEZELE PAYNE TRUSTEE 1.00 X 0 0 0 HUI PENG TRUSTEE 1.00 X 0 0 0 CHRISTINA MURPHY PISA TRUSTEE 1.00 X 0 0 0 JUDON P REIS TRUSTEE 1.00 X 0 0 0 ARNOLDO WALD TRUSTEE 1.00 X 0 0 0 KATHERYN E WILSON TRUSTEE 1.00 X 0 0 0 ROBERT J YUDELL TRUSTEE 1.00 X 0 0 0 EDWARD GRIFFIN CHIEF FINANCIAL OFFICER 50.00 X 224153 0 82475 BRENDA BULLIED DIRECTOR OF FACILITIES 50.00 X 126271 0 156276 GWYNETH CONNELL DIRECTOR OF GRAUER INSTITUTE 50.00 X 134930 0 73238 DONALD GIBBS ASSISTANT HEAD OF SCHOOL 50.00 X 120321 0 42204 AMY GRAHAM DIRECTOR OF ENROLLMENT MANAGEMENT 50.00 X 130006 0 76950 MATTHEW PIERCE ASSOCIATE DIRECTOR OF ADVANCEMENT 50.00 X 141941 0 72750 1258837 0 606468 9 0 1 0 FLIK PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 1122642 CSI INTERNATIONAL INC 6700 NORTH ANDREWS AVE SUITE 400 FORT LAUDERDALE FL 33309 JANITORIAL SERVICES 332903 COMPASS FACILITY SERVICES 65 JACKMAN STREET GEORGETOWN MA 01833 JANITORIAL SERVICES 213719 LVW ADVISORS LLC 67 MONROE AVENUE PITTSFORD NY 14534 INVESTMENT ADVISOR 185704 4 2317521 5545706 1545182 7863227 TUITION & FEES 611110 20902302 20902302 APPLICATION FEES 611110 65390 65390 20967692 460547 8886 451661 42887 0 42887 42887 42887 41761886 39290047 2471839 2471839 2471839 158230 78949 79281 79281 OTHER REVENUES 611110 346587 239809 7291 99487 346587 32232060 21286782 16177 3065874 4976233 4976233 722120 110533 501053 110534 99036 99036 8195696 5914405 1299272 982019 684310 489959 112891 81460 1323201 1154071 101549 67581 954788 642190 207571 105027 47385 47385 63035 63035 451055 451055 434645 409044 18559 7042 1938828 1824631 82788 31409 364283 342827 21456 2759035 2596528 162507 270658 254716 11557 4385 DINING SERVICES 1037783 1037783 GENERAL INSTITUTIONAL 557307 557307 INSTRUCTIONAL 370871 370871 STUDENT SERVICES 177611 177611 430813 270384 160429 25858693 20400438 3908369 1549886 233674 7358602 10306927 6699648 4959984 3828265 254654 228504 596274 101352587 65289059 34791065 36063528 20751765 30743907 34749191 42301362 3275742 2965121 109551506 130556707 912247 2499505 4598183 7445398 14650510 13155105 941756 649063 2160500 1299519 570103 24562715 24319174 X 30288272 36299993 54700519 69937540 84988791 106237533 109551506 130556707 X 6373367 15462208 -586833 X X 0 1 X 1 0 X 3651231 5099597 5975928 3555296 7863227 26145279 3651231 5099597 5975928 3555296 7863227 26145279 2771865 23373414 663869 438376 473692 866222 494548 2936707 357823 308351 139501 239981 16177 1061833 99487 99487 30243306 0.77280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55424598 2054026 18135604 649132 1570368 73394728 52973965 875068 3642190 2066625 55424598 50814030 1606770 2495165 1942000 52973965 46011583 1848640 4905807 1952000 50814030 40669046 1384075 5891850 1933388 46011583 0.14590 0.85410 0 0 1963641 1963641 69980895 46346079 23634816 3259811 2789463 470348 26148240 16153517 9994723 36063528 LIMITED PARTNERSHIPS & ALT INVESTMENTS 42301362 F 42301362 ANNUITY OBLIGATIONS 570103 570103 X 41680147 15462208 15462208 26217939 451055 5563066 6014121 32232060 20431405 0 20431405 451055 4976233 5427288 25858693 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, 2021. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2018 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,976,233. LOSS ON BOND REFUNDING 540,796. PROVISION FOR UNCOLLECTIBLE PLEDGES 464,832. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -418,795. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,976,233. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT OF NON-DISCRIMINATORY POLICY WAS PUBLISHED IN LOCAL AND REGIONAL NEWSPAPERS. POLICY IS ALSO DISCLOSED ON SCHOOL'S WEBSITE AND ALL ENROLLMENT MATERIALS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 27327974 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2494428 0 0 0 0 0 0 29822402 0 29822402 1 0 1 0 0 0 PART III ACCOUNTING METHOD: 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 137 0 4976233 FMV FINANCIAL AID PART I, LINE 2: ASSISTANCE IS GRANTED ON THE NEED OF EACH INDIVIDUAL STUDENT. X X 1 1 X 0 0 0 0 0 0 0 0 0 JOHN TIMOTHY RICHARDS HEAD OF SCHOOL 380441 0 0 0 774 0 25650 0 76925 0 483790 0 0 0 EDWARD GRIFFIN CHIEF FINANCIAL OFFICER 223739 0 0 0 414 0 21150 0 61325 0 306628 0 0 0 BRENDA BULLIED DIRECTOR OF FACILITIES 126031 0 0 0 240 0 12330 0 143946 0 282547 0 0 0 MATTHEW PIERCE ASSOCIATE DIRECTOR OF ADVANCEMENT 111862 0 0 0 30079 0 13748 0 59002 0 214691 0 0 0 GWYNETH CONNELL DIRECTOR OF GRAUER INSTITUTE 134813 0 0 0 117 0 13275 0 59963 0 208168 0 0 0 AMY GRAHAM DIRECTOR OF ENROLLMENT MANAGEMENT 129839 0 0 0 167 0 12825 0 64125 0 206956 0 0 0 DONALD GIBBS ASSISTANT HEAD OF SCHOOL 120121 0 0 0 200 0 11025 0 31179 0 162525 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. 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 23728000 270527 782218 12543030 10132225 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 X 53 1545182 0 1 0 PART I, COLUMN (B): ALL AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF DONORS. 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 EACH MEMBER OF THE SCHOOL'S BOARD OF TRUSTEES IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT TO DISCLOSE ANY POTENTIAL AREAS OF CONFLICT. ANY CONFLICTS WOULD BE REVIEWED BY THE SCHOOL'S BOARD OF TRUSTEES. 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. 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 418,795. PROVISION FOR UNCOLLECTIBLE PLEDGES -464,832. LOSS ON BOND REFUNDING -540,796.