2018-05-14T13:53:55-05:00 2017-06-30 061009205 BLUM SHAPIRO & COMPANY PC ONE INTERNATIONAL PLACE 16TH FLOOR BOSTON MA 02110 990 2016-07-01 060653119 THE LOOMIS INSTITUTE D/B/A THE LOOMIS CHAFFEE SCHOOL LOOM 8606876000 BATCHELDER ROAD WINDSOR CT 06095 RICHARD ESPOSITO CFO 8606876000 2018-05-14 1 LAURA J KENNEY P00202198 6172211944 2018-05-14 2016 2022-09-23 18:48:47Z RICHARD ESPOSITO BATCHELDER ROAD WINDSOR CT 06095 102529497 0 X WWW.LOOMIS.ORG X 1874 CT EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. 25 22 416 557 248537 0 8589855 24912090 37036231 38616630 187251 4814731 468514 373288 46281851 68716739 8074370 8620348 0 0 22633726 21400400 0 0 3911217 18897438 25582946 49605534 55603694 -3323683 13113045 313082275 344092377 82221520 79445788 230860755 264646589 EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. 0 0 45218726 8620348 38879344 EDUCATION OF HIGH SCHOOL (GRADES 9-12) BOYS AND GIRLS IN A BOARDING AND DAY SCHOOL FORMAT FOR THE PURPOSE OF COLLEGE PREPARATION AND PLACEMENT. 45218726 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 1 1 0 0 0 0 1 1 0 0 0 1 123 0 1 416 1 1 1 1 BD CJ 0 0 0 0 0 0 0 0 X 25 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X RICHARD ESPOSITO 8606876226 4 BATCHELDER RD WINDSOR CT 06095 SHEILA CULBERT HEAD OF SCHOOL 40.00 X X 395847 0 187980 BRUCE ALEXANDER TRUSTEE 1.00 X 0 0 0 JOEL B ALVORD TRUSTEE 1.00 X 0 0 0 NEVILLE S BOWERS TRUSTEE 1.00 X 0 0 0 PAULINE W CHEN TRUSTEE 1.00 X 0 0 0 ERIK A CLIETTE TRUSTEE 1.00 X 0 0 0 KEITH O COWAN TRUSTEE 1.00 X 0 0 0 KRISTEN DELAMATER TRUSTEE 1.00 X 0 0 0 MICHAEL J DUBILIER TRUSTEE 1.00 X 0 0 0 KARIN FINLAY TRUSTEE 1.00 X 0 0 0 JASON H KARP TRUSTEE 1.00 X 0 0 0 JOHN T KELLER TRUSTEE 1.00 X 0 0 0 JONATHAN M KELLY TRUSTEE 1.00 X 0 0 0 RACHEL KORT TRUSTEE 1.00 X 0 0 0 DOUGLAS W LYONS TRUSTEE 1.00 X 0 0 0 DUNCAN AL MACLEAN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER K NORTON TRUSTEE 1.00 X 0 0 0 REGINALD PAIGE SR TRUSTEE 1.00 X 0 0 0 ELIZABETH RICHMOND TRUSTEE 1.00 X 0 0 0 DAVID A ROGAN TRUSTEE 1.00 X 0 0 0 STEVEN ROSENTHAL TRUSTEE 1.00 X 0 0 0 MARY BUCKSBAUM SCANLAN TRUSTEE 1.00 X 0 0 0 AMY EDWARDS SPARKS TRUSTEE 1.00 X 0 0 0 HARVEY J STRUTHERS JR TRUSTEE 1.00 X 0 0 0 JAMES L WIDDOES TRUSTEE 1.00 X 0 0 0 RICHARD ESPOSITO CHIEF FINANCIAL OFFICER 40.00 X 259492 0 61160 NATHAN FOLLANSBEE DIRECTOR OF EXTERNAL AFFAIRS 40.00 X 240881 0 42732 JULIA KNIGHT BUSINESS MANAGER 40.00 X 128982 0 58647 MARY LISCINSKY DEAN OF STUDENTS 40.00 X 119161 0 51137 TIMOTHY STRUTHERS DIRECTOR OF DEVELOPMENT 40.00 X 172859 0 124939 WEBSTER TRENCHARD DIRECTOR OF STUDENT AFFAIRS 40.00 X 127441 0 92997 LYNN PETRILLO DIRECTOR OF COMMUNICATIONS 40.00 X 123794 0 29515 1568457 0 649107 13 0 1 0 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 60691 INVESTMENT CONSULTANT 610083 OZGLO CLEANING COMPANY LLC 6 PINNEY ROAD BLOOMFIELD CT 06002 CLEANING SERVICE 113896 2 24912090 2389473 24912090 TUITION AND FEES 611110 38415385 38415385 STUDENT ACTIVITIES 611110 201245 201245 38616630 1810196 -14177 1824373 36127807 33123272 3004535 3004535 3004535 800060 689486 110574 110574 SUMMER PROGRAMS 611110 170898 170898 FACILITY RENTAL 611110 77206 77206 ICE RINK 611110 14610 14610 262714 68716739 38616630 248537 4939482 8620348 8620348 1193191 665771 289885 237535 285943 285943 15756914 13510217 744379 1502318 2984329 2702061 126328 155940 1180023 955735 77882 146406 222142 222142 55943 55943 2237211 2237211 94060 65842 19753 8465 2042073 1429451 428835 183787 4170082 4170082 5092286 4277520 814766 634441 634441 GENERAL ADMINISTRATIVE 3915170 2740619 822186 352365 FOOD SERVICES 2624033 2624033 INSTRUCTIONAL 1964544 1964544 DEVELOPMENT 1038458 1038458 1492503 1492503 55603694 45218726 6473751 3911217 5600356 5364610 6629909 5040724 8770677 9360501 261194 269676 130365 196507 182558445 72330988 108577469 110227457 54671106 72606107 127551630 141026795 889569 0 313082275 344092377 4755911 3678585 16669076 18503082 60145299 56617560 651234 646561 82221520 79445788 X 118761536 133000134 27800808 34111219 84298411 97535236 230860755 264646589 313082275 344092377 X 13113045 20689069 -16280 X 0 1 X 1 0 X 22077744 13595503 9482506 8589855 24912090 78657698 22077744 13595503 9482506 8589855 24912090 78657698 21596380 57061318 4971193 2957916 2202129 304525 1810196 12245959 15215 95311 110526 176089 154116 138933 150933 110574 730645 91744828 173243132 0.62200 0.64980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174328192 17783629 21208673 3094022 5810941 204415531 190509927 6944160 -4208334 3013689 15903871 174328192 184037822 6721517 6870432 2985282 4134562 190509927 174593365 6154786 13468562 3021990 7156902 184037822 175769441 7776705 -273537 3007153 5672091 174593365 0.39000 0.47000 0.14000 0 0 437687 437687 153652217 55532496 98119721 14075306 10853506 3221800 14393235 5944986 8448249 110227457 INFLATION HEDGING 1657061 F GLOBAL EQUITY 37466643 F FLEXIBLE CAPITAL 45682038 F ABSOLUTE RETURN 29364137 F PRIVATE EQUITY 20170255 F REAL ESTATE 349000 F SHORT-TERM INVESTMENTS 5449231 F SPLIT-INTEREST AGREEMENTS 888430 F 141026795 ANNUITY PAYABLE 421996 AGENCY FUNDS 41892 ASSET RETIREMENT OBLIGATION 182673 646561 79221454 20689069 689486 21378555 57842899 2237211 8636629 10873840 68716739 45435620 689487 689487 44746133 2237211 8620350 10857561 55603694 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE RELIABLE AND GROWING SUPPORT FOR THE ONGOING OPERATIONS OF THE SCHOOL. THE PURPOSE OF THE INVESTMENT COMMITTEE IS TO INVEST THE ENDOWMENT TO PRODUCE TWO RESULTS: 1. PROVIDE A RELIABLE AND GROWING STREAM OF SPENDABLE FUNDS. 2. PROTECT AGAINST PERMANENT CAPITAL LOSS, WHILE PRESERVING AND GROWING THE REAL VALUE OF THE CORPUS OVER TIME. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 689,486. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 8,620,350. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 16,279. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 689,486. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 8,620,350. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS DESCRIBED IN SCHOOL REGISTRATION MATERIALS EAST ASIA AND THE PACIFIC FUNDRAISING / PROGRAM SERVICES FUNDRAISING / ADMISSION 31732 EUROPE FUNDRAISING 5207 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES ADMISSION 9196 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 94536754 0 0 0 0 0 0 94582889 0 94582889 1 0 1 1 1 0 1 FINANCIAL AID 194 8620348 REDUCTION IN TUITION PART I, LINE 2: FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 SHEILA CULBERT HEAD OF SCHOOL 395847 0 0 0 0 0 166500 0 21480 0 583827 0 0 0 RICHARD ESPOSITO CHIEF FINANCIAL OFFICER 259492 0 0 0 0 0 26500 0 34660 0 320652 0 0 0 NATHAN FOLLANSBEE DIRECTOR OF EXTERNAL AFFAIRS 240881 0 0 0 0 0 23464 0 19268 0 283613 0 0 0 JULIA KNIGHT BUSINESS MANAGER 128982 0 0 0 0 0 14515 0 44132 0 187629 0 0 0 MARY LISCINSKY DEAN OF STUDENTS 119161 0 0 0 0 0 12505 0 38632 0 170298 0 0 0 TIMOTHY STRUTHERS DIRECTOR OF DEVELOPMENT 172859 0 0 0 0 0 18947 0 105992 0 297798 0 0 0 WEBSTER TRENCHARD DIRECTOR OF STUDENT AFFAIRS 127441 0 0 0 0 0 14740 0 78257 0 220438 0 0 0 LYNN PETRILLO DIRECTOR OF COMMUNICATIONS 123794 0 0 0 0 0 12906 0 16609 0 153309 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. CERTAIN OFFICERS AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE ALSO PROVIDED HOUSING. THE VALUE OF THE HOUSING IS REPORTED AS NONTAXABLE IN SCHEDULE J, PART II, COLUMN D. THE HOUSE WHERE THE HEAD OF SCHOOL RESIDES IS USED FOR MULTIPLE SCHOOL EVENTS. CLEANING SERVICES ARE PROVIDED FOR SCHOOL EVENTS. THIS IS NOT TREATED AS A TAXABLE BENEFIT. PART I, LINE 4B SHEILA CULBERT, HEAD OF SCHOOL, PARTICIPATES IN A 457(F) PLAN. A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774L7J8 2005-10-15 37325541 SERIES F- REFINANCING PART OF SERIES C AND ALL OF SERIES D 0 0 0 B CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774YBS5 2011-08-01 8531436 SERIES H- REFINANCING SERIES E 0 0 0 C CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2017-02-24 22530146 SERIES I- REFINANCING SERIES G, WHICH HAD REFINANCED SERIES C, NEW ROOFS, IT 0 0 0 A 37325541 36341226 521818 462497 2005 0 1 1 1 B 8531436 2767 8286000 170629 63676 8364 2011 1 0 1 1 C 22530146 1974016 20268868 287261 2017 0 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0.00200 0.00200 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 TOURBILLON CAPITAL PARTNERS TRUSTEE JASON KARP IS AN OWNER OF THE ENTITY 129574 MANAGEMENT AND INCENTIVE FEES 0 TIMOTHY STRUTHERS TRUSTEE'S SON 285943 EMPLOYMENT 0 X 91 2389473 FAIR VALUE 0 1 0 PART I, COLUMN (B): THIS REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES AND MANAGEMENT REVIEW THE PREPARED 990, EXCLUDING THE SCHEDULE B LIST OF CONTRIBUTORS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL SENIOR ADMINISTRATORS AND TRUSTEES ARE REQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST AGREEMENTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES AND EXECUTIVE COMMITTEE MEMBERS MEET ANNUALLY TO REVIEW THE HEAD OF SCHOOL'S COMPENSATION THROUGH THE USE OF COMPARABLE DATA AND OTHER SOURCES. THE COMPENSATION DELIBERATIONS AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -16,279. ROUNDING -1. ADC CORPORATION 4 BATCHELDER ROAD WINDSOR CT 06095 060986152 REAL ESTATE RENTAL CT C 19222 453707 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0