PRINCIPIA CORPORATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PRINCIPIA CORPORATION (EIN 43-0652667)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-31
- IRS object ID
- 201640919349300214
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-31T12:00:10-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430652667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Principia Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIN | BusinessNameControlTxt |
| Phone | 3144342100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13201 Clayton Road | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D DOUGLAS GIBBS | PersonNm |
| Person Title | VP of Finance and Operations | PersonTitleTxt |
| Signature | 2016-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jackie Coburn | PreparerPersonNm |
| PTIN | P00244301 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jonathan Palmer | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13201 Clayton Road | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $250,672,462 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.principia.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE PRINCIPIA SHALL SEEK TO SERVE THE CAUSE OF CHRISTIAN SCIENCE THROUGH APPROPRIATE CHANNELS OPEN TO IT AS AN EDUCATIONAL INSTITUTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1432 | TotalEmployeeCnt |
| Total Volunteers | 575 | TotalVolunteersCnt |
| Total Gross UBI | -$360,941 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$360,941 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,816,998 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,930,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,006,971 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,542,413 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,689,904 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,643,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,358,591 | PYOtherRevenueAmt |
| CY Other Revenue | $1,372,838 | CYOtherRevenueAmt |
| PY Total Revenue | $77,872,464 | PYTotalRevenueAmt |
| CY Total Revenue | $89,489,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,875,911 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,514,280 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,310,521 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,291,531 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,023,132 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,413,103 | PYOtherExpensesAmt |
| CY Other Expenses | $27,402,346 | CYOtherExpensesAmt |
| PY Total Expenses | $77,599,535 | PYTotalExpensesAmt |
| CY Total Expenses | $81,208,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $272,929 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,281,031 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $816,847,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $796,108,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,993,939 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,055,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $769,853,765 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $748,052,678 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Principia's primary purpose is to serve the cause of Christian Science as an independent educational institution, providing pre-k through 12th grade education on its campus in west St. Louis County, Missouri, and college education on its campus in Elsah, Illinois. Established in 1898, Principia accepts no government funding and is not an activity of the Christian Science church. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,458,693 | ExpenseAmt |
| Grant | $16,514,280 | GrantAmt |
| Revenue | $19,119,066 | RevenueAmt |
| Desc | INSTRUCTION: IN 1897, MARY KIMBALL MORGAN, A CHRISTIAN SCIENTIST, BEGAN HOME-SCHOOLING HER TWO SONS BECAUSE SHE BELIEVED SHE COULD GIVE THEM A FULLER EDUCATION THAN WHAT WAS BEING OFFERED IN THE PUBLIC SCHOOLS. GRADUALLY, IT BECAME APPARENT TO MRS. MORGAN THAT THE ESTABLISHMENT OF A SCHOOL WAS NEEDED. THE NAME "PRINCIPIA", MEANING "FIRST PRINCIPLES," WAS CHOSEN FOR THE SCHOOL MRS. MORGAN ESTABLISHED IN 1898. PRINCIPIA'S PRIMARY PURPOSE IS TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AS AN EDUCATIONAL INSTITUTION - NOT THROUGH TEACHING THE THEOLOGY OF CHRISTIAN SCIENCE, BUT THROUGH PROVIDING PROGRAMS WHICH WILL ALLOW ITS STUDENTS TO GROW INTELLECTUALLY, ATHLETICALLY, SOCIALLY, MORALLY, AND SPIRITUALLY WITH THE SUPPORT AND EXAMPLE OF FELLOW STUDENTS, FACULTY AND STAFF. PRINCIPIA STRIVES TO TRAIN ITS STUDENTS "TO THINK CLEARLY, VIGOROUSLY, FEARLESSLY, TOLERANTLY, UNSELFISHLY." TEACHING AT PRINCIPIA ALSO "EMPHASIZES THE POINT OF VIEW THAT EDUCATION CARRIES WITH IT THE OBLIGATION TO USE TECHNICAL SKILLS AND INTELLECTUAL ATTAINMENTS FOR THE BETTERMENT OF HUMANITY." PRINCIPIA "TAKES THE POSITION THAT EDUCATION IN ITS FULLEST SENSE CANNOT BE CONFINED TO ACADEMIC SUBJECTS BUT INCLUDES THE BUILDING OF CHARACTER" (FROM PURPOSE AND POLICIES OF THE PRINCIPIA). PRINCIPIA COLLEGE FACTS PRINCIPIA COLLEGE IS LOCATED IN ELSAH, ILLINOIS. THE CURRICULUM OFFERS MEN AND WOMEN COURSES IN 26 REGULAR ACADEMIC MAJORS LEADING TO EITHER A BACHELOR OF ARTS OR BACHELOR OF SCIENCE DEGREE. 65% OF COLLEGE FACULTY HOLD TERMINAL DEGREES. NATIONAL PUBLICATIONS RECOGNIZE PRINCIPIA COLLEGE AS ONE OF THE TOP LIBERAL ARTS SCHOOLS IN THE MIDWEST. THE COLLEGE IS ACCREDITED BY THE HIGHER LEARNING COMMISSION OF THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS AND ENROLLS APPROXIMATELY 500 STUDENTS EACH ACADEMIC YEAR. PRINCIPIA SCHOOL FACTS PRE-SCHOOL, LOWER SCHOOL, MIDDLE SCHOOL, UPPER SCHOOL PRINCIPIA SCHOOL IS A COED BOARDING AND DAY SCHOOL FOR CHRISTIAN SCIENTISTS LOCATED ON A 360-ACRE CAMPUS IN THE WESTERN SUBURBS OF ST. LOUIS. INSTRUCTION IS PROVIDED TO APPROX. 420 STUDENTS IN PRE-SCHOOL THROUGH 12TH GRADE. OVER 90 PERCENT OF GRADUATING SENIORS GO ON TO COLLEGE. THE UPPER SCHOOL OFFERS 21 HONORS/AP CLASSES. 80% OF STUDENTS WHO TOOK THE AP EXAMS IN THE 2014-15 SCHOOL YEAR SCORED 3 OR ABOVE ON A SCALE OF 1 TO 5. 29 STATES AND 13 COUNTRIES ARE REPRESENTED AMONG THE STUDENTS. 44% OF UPPER SCHOOL FACULTY HOLD ADVANCED DEGREES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,414,692 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,423,347 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: FOOD SERVICES ARE PROVIDED TO STUDENTS, FACULTY, AND STAFF THROUGH TWO FULL-SERVICE DINING ROOMS, PLUS A STUDENT GRILL. DORMITORIES PROVIDE HOUSING AT PRINCIPIA COLLEGE AT 12 HOUSES. APPROXIMATELY 50% OF UPPER SCHOOL STUDENTS ARE HOUSED IN EITHER A BOYS' OR GIRLS' DORMITORY. STUDENTS MAY PURCHASE A VARIETY OF SCHOOL SUPPLIES, BOOKS, CLOTHING, AND PERSONAL ITEMS AT EITHER THE COLLEGE OR SCHOOL BOOKSTORE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,189,342 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT SERVICES: INCLUDES ADMISSIONS, REGISTRAR, COLLEGE ATHLETICS, OFFICE OF STUDENT LIFE AND HEALTH SERVICES. PRINCIPIA COLLEGE IS A MEMBER OF THE ST. LOUIS INTERCOLLEGIATE ATHLETIC CONFERENCE (SLIAC), WHICH INCLUDES 10 COLLEGES LOCATED IN KENTUCKY, ILLINOIS, IOWA, AND MISSOURI. PRINCIPIA TEAMS COMPETE IN 8 MEN'S AND 8 WOMEN'S SPORTS. NO ATHLETIC SCHOLARSHIPS ARE OFFERED BY ANY MEMBER OF SLIAC. PRINCIPIA COLLEGE MAINTAINS SEVERAL ATHLETIC FACILITIES, INCLUDING AN ATHLETIC CENTER, NATATORIUM, FIELD HOUSE, INDOOR TENNIS CENTER, 4 OUTDOOR FIELDS, OUTDOOR TENNIS COURTS, AND RUNNING TRAILS. UPPER SCHOOL STUDENTS MAY COMPETE IN THE ST. LOUIS METRO LEAGUE IN ONE OR MORE SPORTS OF THE 16 OFFERED. THE ATHLETIC FACILITIES INCLUDE 3 GYMNASIUMS, AN INDOOR SWIMMING POOL, SOCCER FIELD, FOOTBALL FIELD, ALL-WEATHER RUNNING TRACK, BASEBALL AND SOFTBALL FIELDS, TENNIS COURTS, ROPES COURSE, AND CROSS COUNTRY COURSE. THE OFFICE OF STUDENT LIFE COORDINATES COLLEGE SOCIAL ACTIVITIES, INTERNATIONAL STUDENT SUPPORT, RESIDENTIAL LIVING, AND STUDENT GOVERNMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $6,237,730 | $0 | $0 | OTHER: OTHER SERVICES, INCLUDING ACADEMIC SUPPORT |
| LIBRARIES: LIBRARIES ON COLLEGE AND SCHOOL CAMPUS TO SUPPORT INSTRUCTIONAL ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,237,730 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $66,300,457 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1602 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1432 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | CY | ForeignCountryCd |
| Foreign Country | EZ | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | LG | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D Douglas Gibbs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3145143104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13201 Clayton Road | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Catherine A Raffles | |||||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| William Flatley | |||||||||
| Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Meridee K Olsen | |||||||||
| Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Charles Lindahl | |||||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert J Macdonald | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Janna Lowe Hernholm | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert B Schwentker | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| David J Anable | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| John D Friborg | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jayme Walker Holcomb | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mindy Savides | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen J Shaper | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Allan Marquardt | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lori Biesterfeldt | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie Sanderude | |||||||||
| Trustee (Thru 11-8-14) | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hans Fredrikson | |||||||||
| Trustee (thru 5-16-15) | 5.00 | Yes (X) | $5,700 | $0 | $0 | ||||
| JONATHAN W PALMER | |||||||||
| CHIEF EXECUTIVE & COLLEGE PRES | 40.00 | Yes (X) | $277,175 | $0 | $77,273 | ||||
| HOWARD E BERNER JR | |||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | Yes (X) | $230,568 | $0 | $25,005 | ||||
| D DOUGLAS GIBBS | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $150,169 | $0 | $14,678 | ||||
| PETER ALAN STEVENS | |||||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $168,631 | $0 | $19,910 | ||||
| KAREN B DEARBORN | |||||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $141,035 | $0 | $8,438 | ||||
| LAWRENCE EDWIN HARRISON JR | |||||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $105,486 | $0 | $11,716 | ||||
| EDWARD MCCARTY | |||||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $103,861 | $0 | $29,552 | ||||
| JOSEPH M RITTER | |||||||||
| DEAN OF ACADEMICS | 40.00 | $152,323 | $0 | $44,905 | Yes (X) | ||||
| Charles T Brantingham | |||||||||
| Head of School | 40.00 | $145,274 | $0 | $61,639 | Yes (X) | ||||
| Libby Scheiern | |||||||||
| Assistant Dean of Academics | 40.00 | $109,268 | $0 | $10,768 | Yes (X) | ||||
| DONNA GIBBS | |||||||||
| DIRECTOR OF ALUMNI & FIELD RELATIONS | 40.00 | $105,483 | $0 | $14,333 | Yes (X) | ||||
| Merrill Boudreaux | |||||||||
| Ancillary faculty/Former Upper School Academic Dean | 40.00 | $103,892 | $0 | $5,841 | Yes (X) | ||||
| Brian McCauley | |||||||||
| Director of Admissions | 40.00 | $101,036 | $0 | $15,058 | Yes (X) | ||||
| Marilyn J Wallace | |||||||||
| Former Head of School | 40.00 | $183,543 | $0 | $35,145 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,083,444 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $374,261 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HELMKAMP CONSTRUCTION CO | |||||
| 1 HELMKAMP DRIVE PO BOX 319 | WOOD RIVER | IL | 62095 | Construction Services | $2,930,950 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK RD STE 100 | LUTHERVILLE | MD | 21093 | Food and food services | $974,350 |
| SYSCO ST LOUIS LLC | |||||
| 3850 MUELLER RD | ST CHARLES | MO | 63301 | Food and food services | $857,110 |
| Wegman Electric | |||||
| PO Box 438 | East Alton | IL | 62024 | Construction Services | $688,220 |
| Loellke Plumbing Inc | |||||
| 22974 E Country Rd | Jerseyville | IL | 62052 | Construction Services | $479,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $8,004,975 | RelatedOrganizationsAmt |
| All Other Contributions | $10,925,637 | AllOtherContributionsAmt |
| Noncash Contributions | $226,588 | NoncashContributionsAmt |
| Total Contributions | $18,930,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 900099 | $19,119,066 | $19,119,066 |
| Auxiliary enterprises | 900099 | $8,423,347 | $8,423,347 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,542,413 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,058,248 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$360,941 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,419,189 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $913,389 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $803,412 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $109,977 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,977 | TotalRevenueColumnAmt |
| Exclusion | $109,977 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $195,941,939 | SecuritiesAmt |
| Other | $23,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,379,862 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,562,077 | SecuritiesAmt |
| Other | $23,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,585,077 | TotalRevenueColumnAmt |
| Exclusion | $35,585,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,262,861 | TotalRevenueColumnAmt |
| Exclusion | $1,262,861 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,262,861 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,489,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,542,413 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$360,941 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,377,104 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,514,280 | TotalAmt |
| Program Services | $16,514,280 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523,263 | TotalAmt |
| Program Services | $206,975 | ProgramServicesAmt |
| Management And General | $1,064,683 | ManagementAndGeneralAmt |
| Fundraising | $251,605 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,835 | TotalAmt |
| Program Services | $388,482 | ProgramServicesAmt |
| Management And General | $54,131 | ManagementAndGeneralAmt |
| Fundraising | $51,222 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,665,186 | TotalAmt |
| Program Services | $21,848,119 | ProgramServicesAmt |
| Management And General | $3,642,132 | ManagementAndGeneralAmt |
| Fundraising | $2,174,935 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,524 | TotalAmt |
| Program Services | $1,323,026 | ProgramServicesAmt |
| Management And General | $208,318 | ManagementAndGeneralAmt |
| Fundraising | $126,180 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,813,850 | TotalAmt |
| Program Services | $2,914,985 | ProgramServicesAmt |
| Management And General | $618,934 | ManagementAndGeneralAmt |
| Fundraising | $279,931 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,873 | TotalAmt |
| Program Services | $1,633,415 | ProgramServicesAmt |
| Management And General | $320,863 | ManagementAndGeneralAmt |
| Fundraising | $183,595 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,286,127 | TotalAmt |
| Program Services | $1,544,413 | ProgramServicesAmt |
| Management And General | $611,398 | ManagementAndGeneralAmt |
| Fundraising | $130,316 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,692 | TotalAmt |
| Program Services | $41 | ProgramServicesAmt |
| Management And General | $198,910 | ManagementAndGeneralAmt |
| Fundraising | $11,741 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,108 | TotalAmt |
| Management And General | $214,108 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,592,992 | TotalAmt |
| Program Services | $3,081,958 | ProgramServicesAmt |
| Management And General | $480,437 | ManagementAndGeneralAmt |
| Fundraising | $30,597 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,228 | TotalAmt |
| Program Services | $191,130 | ProgramServicesAmt |
| Management And General | $83,992 | ManagementAndGeneralAmt |
| Fundraising | $253,106 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,287 | TotalAmt |
| Program Services | $87,426 | ProgramServicesAmt |
| Management And General | $287,486 | ManagementAndGeneralAmt |
| Fundraising | $124,375 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,273 | TotalAmt |
| Program Services | $352,732 | ProgramServicesAmt |
| Management And General | $537,103 | ManagementAndGeneralAmt |
| Fundraising | $27,438 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,588 | TotalAmt |
| Program Services | $1,495,042 | ProgramServicesAmt |
| Management And General | $63,507 | ManagementAndGeneralAmt |
| Fundraising | $5,039 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,256,563 | TotalAmt |
| Program Services | $2,836,912 | ProgramServicesAmt |
| Management And General | $174,920 | ManagementAndGeneralAmt |
| Fundraising | $244,731 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,816 | TotalAmt |
| Program Services | $343,767 | ProgramServicesAmt |
| Management And General | $100,752 | ManagementAndGeneralAmt |
| Fundraising | $25,297 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,229 | TotalAmt |
| Management And General | $653,229 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,434,521 | TotalAmt |
| Program Services | $7,182,623 | ProgramServicesAmt |
| Management And General | $231,447 | ManagementAndGeneralAmt |
| Fundraising | $20,451 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,806 | TotalAmt |
| Program Services | $10,986 | ProgramServicesAmt |
| Management And General | $835,819 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $1,278,512 | $1,229,763 | $38,954 | $9,795 |
| SUPPLIES & EQUIPMENT | $2,379,360 | $2,149,875 | $186,099 | $43,386 |
| BOOKSTORE | $255,628 | $255,658 | -$30 | |
| BAD DEBT | $113,211 | $12,025 | $104,691 | -$3,505 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,405 | TotalAmt |
| Program Services | $696,824 | ProgramServicesAmt |
| Management And General | $172,685 | ManagementAndGeneralAmt |
| Fundraising | $32,896 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,208,157 | TotalAmt |
| Program Services | $66,300,457 | ProgramServicesAmt |
| Management And General | $10,884,568 | ManagementAndGeneralAmt |
| Fundraising | $4,023,132 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,295,045 | BOYAmt |
| EOY | $3,483,379 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,579,738 | BOYAmt |
| EOY | $4,217,450 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,929 | BOYAmt |
| EOY | $134,172 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,184 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $895 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,571,620 | BOYAmt |
| EOY | $10,656,119 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,364 | BOYAmt |
| EOY | $228,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $250,613,029 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $141,470,050 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,669,213 | BOYAmt |
| EOY | $109,142,979 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,162,205 | BOYAmt |
| EOY | $206,847,652 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,465,157 | BOYAmt |
| EOY | $425,869,624 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,649,433 | BOYAmt |
| EOY | $35,525,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,847,704 | BOYAmt |
| EOY | $796,108,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,643,278 | BOYAmt |
| EOY | $3,947,923 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,712 | BOYAmt |
| EOY | $2,758,491 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,355,495 | BOYAmt |
| EOY | $17,861,535 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,162,454 | BOYAmt |
| EOY | $23,487,780 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,993,939 | BOYAmt |
| EOY | $48,055,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,768,259 | BOYAmt |
| EOY | $375,424,230 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,622,196 | BOYAmt |
| EOY | $157,239,242 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,463,310 | BOYAmt |
| EOY | $215,389,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,853,765 | BOYAmt |
| EOY | $748,052,678 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,847,704 | BOYAmt |
| EOY | $796,108,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,281,031 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$25,341,490 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,740,628 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $563,667,387 | BeginningYearBalanceAmt |
| Contributions | $10,695,188 | ContributionsAmt |
| Investment Earnings Or Losses | $12,044,690 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,778,554 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,285,052 | OtherExpendituresAmt |
| End Year Balance | $543,343,659 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $507,871,510 | BeginningYearBalanceAmt |
| Contributions | $10,957,847 | ContributionsAmt |
| Investment Earnings Or Losses | $86,228,777 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,106,139 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,284,608 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $563,667,387 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $458,255,048 | BeginningYearBalanceAmt |
| Contributions | $29,035,261 | ContributionsAmt |
| Investment Earnings Or Losses | $62,232,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,267,620 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,383,616 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $507,871,510 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $497,759,124 | BeginningYearBalanceAmt |
| Contributions | $8,057,140 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,878,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,563,211 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,119,730 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $458,255,048 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $444,035,879 | BeginningYearBalanceAmt |
| Contributions | $9,376,943 | ContributionsAmt |
| Investment Earnings Or Losses | $81,702,818 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,438,021 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,918,495 | OtherExpendituresAmt |
| End Year Balance | $497,759,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.415 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.215 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $740,991 | OtherCostOrOtherBasisAmt |
| Book Value | $740,991 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,731,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,254,622 | DepreciationAmt |
| Book Value | $87,477,213 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,909,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,215,428 | DepreciationAmt |
| Book Value | $18,694,309 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,230,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $2,230,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $109,142,979 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GENERAL PARTNERSHIPS | $657,197 | F |
| REAL ESTATE | $237,667 | F |
| DISTRESSED DEBT | $14,839,688 | F |
| PRIVATE EQUITIES | $75,617,024 | F |
| OIL & GAS RIGHTS | $1,100,947 | F |
| HEDGE FUNDS | $165,113,677 | F |
| REAL ASSET FUNDS | $38,680,782 | F |
| BOND AND STOCK FUNDS | $129,622,642 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $425,869,624 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD IN CUSTODY FOR OTHERS | $729,825 |
| OTHER | $3,630,122 |
| OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | $13,549,133 |
| ASSET RETIREMENT OBLIGATIONS | $5,578,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,487,780 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS, PROVIDE STUDENT AID AND OTHER USES AS DIRECTED BY DONORS. PRINCIPIA'S ENDOWMENT PROVIDES SUBSTANTIAL FUNDING FOR ANNUAL AND CAPITAL EXPENDITURES. PRINCIPIA INCURS SUBSTANTIAL FIXED COSTS FROM OPERATING TWO SEPARATE EDUCATIONAL INSTITUTIONS (4-YEAR LIBERAL ARTS COLLEGE AND PRE-K THROUGH 12TH GRADE SCHOOL). CONSEQUENTLY, PRINCIPIA IS MORE HIGHLY DEPENDENT UPON ITS ENDOWMENT TO PROVIDE FUNDS FOR SPENDING THAN SCHOOLS WITH SIMILAR SIZE ENROLLMENT. MANAGEMENT OF THE ENDOWMENT IS OVERSEEN BY AN INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES AND THE OFFICE OF THE CHIEF INVESTMENT OFFICER. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Tax positions taken related to the Corporation's tax exempt status, unrelated business activities, and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken by the Corporation would more likely than not be sustained on examination by taxing authorities, based on the technical merits of the positions. Accordingly, the Corporation has concluded that as of June 30, 2015, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in its consolidated financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | NONDISCRIMINATORY POLICY PUBLICIZED WITHIN COLLEGE AND OTHER SCHOOL CATALOGUES AND APPLICATION MATERIALS, AS WELL AS NEWSPAPERS, WHEN APPROPRIATE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | STUDENT AND FACULTY STUDY | $249,475 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDENT AND FACULTY STUDY | $399 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDENT AND FACULTY STUDY | $303,638 |
| Central America and the Caribbean | 0 | 0 | Investments | $123,770,000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $13,212,000 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $857,000 | |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | STUDENT AND FACULTY STUDY | $5,500 |
| South America | 0 | 0 | Program Services | Student and Faculty study | $149,000 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Student study | $83,378 |
| Russia and Neighboring States | 0 | 0 | Program Services | Student Study | $518 |
| Middle East and North Africa | 0 | 0 | Program Services | Student study | $113,881 |
| South Asia | 0 | 0 | Program Services | Student Study | $142,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $138,886,962 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $138,886,962 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS & SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 808 | RecipientCnt |
| Cash Grant | $16,514,280 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds | PRINCIPIA DISTRIBUTES GRANT AND SCHOLARSHIP FUNDS ONLY TO STUDENTS WHO APPLY THROUGH AN OFFICIAL FINANCIAL AID PROCESS. ALL GRANTS AND SCHOLARSHIPS ARE APPLIED TO THE STUDENT'S PRINCIPIA ACCOUNT TO OFFSET TUITION, ROOM, BOARD AND FEES. ALL GRANTS AND SCHOLARSHIPS ARE FROM INSTITUTIONAL FUNDS.PRINCIPIA DISTRIBUTES GRANT AND SCHOLARSHIP FUNDS ONLY TO STUDENTS WHO APPLY THROUGH AN OFFICIAL FINANCIAL AID PROCESS. ALL GRANTS AND SCHOLARSHIPS ARE APPLIED TO THE STUDENT'S PRINCIPIA ACCOUNT TO OFFSET TUITION, ROOM, BOARD AND FEES. ALL GRANTS AND SCHOLARSHIPS ARE FROM INSTITUTIONAL FUNDS. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | PRINCIPIA DISTRIBUTES GRANT AND SCHOLARSHIP FUNDS ONLY TO STUDENTS WHO APPLY THROUGH AN OFFICIAL FINANCIAL AID PROCESS. ALL GRANTS AND SCHOLARSHIPS ARE APPLIED TO THE STUDENT'S PRINCIPIA ACCOUNT TO OFFSET TUITION, ROOM, BOARD AND FEES. ALL GRANTS AND SCHOLARSHIPS ARE FROM INSTITUTIONAL FUNDS.PRINCIPIA DISTRIBUTES GRANT AND SCHOLARSHIP FUNDS ONLY TO STUDENTS WHO APPLY THROUGH AN OFFICIAL FINANCIAL AID PROCESS. ALL GRANTS AND SCHOLARSHIPS ARE APPLIED TO THE STUDENT'S PRINCIPIA ACCOUNT TO OFFSET TUITION, ROOM, BOARD AND FEES. ALL GRANTS AND SCHOLARSHIPS ARE FROM INSTITUTIONAL FUNDS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN W PALMER | ||||||||||||||
| CHIEF EXECUTIVE & COLLEGE PRES | $270,994 | $0 | $0 | $0 | $6,181 | $0 | $19,275 | $0 | $57,998 | $0 | $354,448 | $0 | $0 | $0 |
| HOWARD E BERNER JR | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $227,366 | $0 | $0 | $0 | $3,202 | $0 | $17,238 | $0 | $7,767 | $0 | $255,573 | $0 | $0 | $0 |
| D DOUGLAS GIBBS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $148,724 | $0 | $0 | $0 | $1,445 | $0 | $11,370 | $0 | $3,308 | $0 | $164,847 | $0 | $0 | $0 |
| PETER ALAN STEVENS | ||||||||||||||
| ASSISTANT SECRETARY | $167,056 | $0 | $0 | $0 | $1,575 | $0 | $12,591 | $0 | $7,319 | $0 | $188,541 | $0 | $0 | $0 |
| JOSEPH M RITTER | ||||||||||||||
| DEAN OF ACADEMICS | $146,735 | $0 | $0 | $0 | $5,588 | $0 | $11,075 | $0 | $33,830 | $0 | $197,228 | $0 | $0 | $0 |
| Charles T Brantingham | ||||||||||||||
| Head of School | $132,389 | $0 | $0 | $0 | $12,885 | $0 | $3,356 | $0 | $58,283 | $0 | $206,913 | $0 | $0 | $0 |
| Marilyn J Wallace | ||||||||||||||
| Former Head of School | $90,742 | $0 | $0 | $0 | $92,801 | $0 | $6,858 | $0 | $28,287 | $0 | $218,688 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | OCCASIONALLY A SPOUSE MAY TRAVEL WITH THE CHIEF ADVANCEMENT OFFICER, COLLEGE PRESIDENT, OR HEAD OF SCHOOL WHEN THE SPOUSE'S PRESENCE BENEFITS PRINCIPIA. THE SPOUSE ASSISTS THE EMPLOYEE WITH BUSINESS RELATED ACTIVITIES AND INTERACTS WITH POTENTIAL DONORS. THE VALUE OF THIS TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THE RESIDENCES PROVIDED TO THE COLLEGE PRESIDENT AND THE HEAD OF SCHOOL ARE REGULARLY USED TO HOST STUDENT ACTIVITIES AND MEETINGS. THE COLLEGE PRESIDENT AND HEAD OF SCHOOL ARE REQUIRED TO LIVE IN THESE RESIDENCES IN ORDER TO FULFILL THEIR DUTIES. THE ESTIMATED VALUE OF THE BENEFIT IS INCLUDED IN COLUMN D OF PART II AND WAS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| Schedule J, Part I, Line 1a Personal services | THE FACILITIES DEPARTMENT PROVIDES HOUSEKEEPING SERVICES AT THE PRESIDENT AND HEAD OF SCHOOL RESIDENCES, SINCE THESE LOCATIONS ARE REGULARLY USED TO HOST STUDENT ACTIVITIES AND MEETINGS, AS WELL AS EMPLOYEE AND DONOR EVENTS. THE ESTIMATED VALUE OF SUCH SERVICES IS INCLUDED IN COLUMN D OF PART II AND WAS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Marilyn Wallace, former head of school, was granted benevolence payments totaling $106,713, of which $91,468 was paid in calendar 2014 and is included in "Other reportable compensation" on Sch J. Merrill Boudreaux, former Upper School Academic Dean, was granted benevolence payments totaling $84,620, of which $44,910 was paid in calendar 2014 and $39,710 was paid in calendar 2015. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| VILLAGE OF ELSAH JERSEY COUNTY ILLINOIS | |||||||
| A | 376037763 | 2006-02-01 | $10,000,000 | CONSTRUCTION | false | false | false |
| VILLAGE OF ELSAH JERSEY COUNTY ILLINOIS | |||||||
| B | 376037763 | 2005-09-01 | $10,000,000 | CONSTRUCTION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,069,232 | $0 | $10,000,000 | $0 | $0 | $0 | $50,896 | $0 | $0 | $9,949,104 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
| B | $1,069,233 | $0 | $10,000,000 | $0 | $0 | $0 | $98,217 | $0 | $0 | $9,901,783 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||||
| A | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | Yes (true) | false | false | false | Yes (true) |
| BANK OF AMERICA | ||||||||||
| B | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c Rebate Calculation | Issuer name: VILLAGE OF ELSAH, JERSEY COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 10/13/2008 |
| Schedule K, Part IV, Line 2c Rebate Calculation | Issuer name: VILLAGE OF ELSAH, JERSEY COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 10/13/2008 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Lawrence Edwin Harrison Jr | |||||||
| Officer-Assistant Secretary | Purchase computer | Yes (X) | $2,912 | $2,184 | false | false | Yes (true) |
| Kristyn Gibbs | |||||||
| Daughter of Chief Financial Officer | Purchase computer | Yes (X) | $895 | $895 | false | false | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,079 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| See Part V | ||
| $306,719 | Merit scholarships | Assistance for outstanding credentials |
| See Part V | ||
| $34,161 | Need-based grants | Aid for students with financial need |
| See Part V | ||
| $145,729 | Staff discount | Aid provided applicable to eligible employees |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DOROTHY HALVERSON | |||
| SISTER OF LAWRENCE HARRISON, ASSISTANT SECRETARY | $113,934 | COMPENSATION & BENEFITS | false |
| MARGARET HARLOW | |||
| SISTER OF MARILYN WALLACE, FORMER HEAD OF SCHOOL | $44,926 | COMPENSATION & BENEFITS | false |
| JANE HARRISON | |||
| WIFE OF LAWRENCE HARRISON, ASSISTANT SECRETARY | $67,744 | COMPENSATION & BENEFITS | false |
| REBECCA STEVENS | |||
| WIFE OF PETER STEVENS, ASSISTANT SECRETARY | $49,676 | COMPENSATION & BENEFITS | false |
| DAVID C WALLACE | |||
| SON OF MARILYN WALLACE, FORMER HEAD OF SCHOOL | $51,501 | COMPENSATION & BENEFITS | false |
| KATHERINE BETZLER | |||
| DAUGHTER OF JONATHAN PALMER, CEO | $51,222 | COMPENSATION & BENEFITS | false |
| KRISTYN GIBBS | |||
| DAUGHTER OF DOUGLAS GIBBS, CFO | $54,131 | COMPENSATION & BENEFITS | false |
| CATHERINE WALLACE | |||
| DAUGHTER-IN-LAW OF MARILYN WALLACE, FORMER HEAD OF SCHOOL | $46,364 | COMPENSATION & BENEFITS | false |
| ADRIANE FREDRIKSON | |||
| WIFE OF HANS FREDRIKSON, TRUSTEE | $14,337 | COMPENSATION & BENEFITS | false |
| Lawrence E Harrison Jr and Jane E Harrison | |||
| Current Officer (Lawrence) and wife of Current Officer (Jane) | $280,101 | Purchase of residence by The Principia from Mr. and Mrs. Harrison. Property is located on The Principia St Louis campus. Price paid to the Harrisons was based on an independent appraisal. | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | COLLEGES, UNIVERSITIES AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY HAVE PROVIDED SCHOLARSHIPS, FELLOWSHIPS AND SIMILAR FINANCIAL ASSISTANCE PURSUANT TO THE INSTRUCTIONS TO FORM 990, SCH L, PART III, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $199,573 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Jewelry | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded: Number of contributions Other: Number of pieces of jewelry or loose stones received | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CoreFormPartIII_PartIIILine4d Description of other program services | (Expenses $ 6,237,730 including grants of $ 0)(Revenue $ 0) OTHER: OTHER SERVICES, INCLUDING ACADEMIC SUPPORT |
| CoreFormPartIII_PartIIILine4d Description of other program services | (Expenses $ including grants of $) LIBRARIES: LIBRARIES ON COLLEGE AND SCHOOL CAMPUS TO SUPPORT INSTRUCTIONAL ACTIVITIES |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AFTER PRINCIPIA'S CONTROLLER PREPARES THE 990 RETURN, IT IS REVIEWED BY PRINCIPIA'S CFO AND THE FIRM OF CROWE HORWATH. AFTER REVIEW, THE 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR FURTHER REVIEW AND COMMENT. IF ANY CHANGES ARE NEEDED, THEY ARE MADE AND THEN THE RETURN IS SENT TO THE ENTIRE BOARD PRIOR TO ELECTRONICALLY SUBMITTING IT TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | CONFLICT OF INTEREST STATEMENTS ARE ANNUALLY SUBMITTED TO THE OFFICE OF THE PRESIDENT BY TRUSTEES OFFICERS, AND KEY EMPLOYEES. THESE STATEMENTS ARE REVIEWED BY THE EXECUTIVE ASSISTANT TO THE PRESIDENT AND PROVIDED TO THE CONTROLLER FOR ADDITIONAL REVIEW. IF SITUATIONS ARE IDENTIFIED THAT COULD RESULT IN A CONFLICT OF INTEREST, THE CONTROLLER WILL NOTIFY THE CHAIR OF THE AUDIT COMMITTEE OR THE CHAIR OF THE BOARD OF TRUSTEES, WHO WILL INFORM THE PARTY IN QUESTION THAT IT WOULD BE APPROPRIATE FOR THAT INDIVIDUAL TO REFRAIN FROM DISCUSSIONS OR VOTES INVOLVING THE IDENTIFIED CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | PRINCIPIA USES A BENCHMARK SYSTEM WHEREBY SALARIES ARE ANNUALLY ESTABLISHED AFTER REVIEWING WAGE DATA FOR COMPARABLE INSTITUTIONS. THIS BENCHMARK REVIEW PROCESS IS COMPLETED BY HUMAN RESOURCES. PRINCIPIA'S CHIEF EXECUTIVE RECEIVES THE SAME PERCENTAGE OR DOLLAR INCREASE THAT IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES FOR ALL PRINCIPIA EMPLOYEES. PRIOR TO GRANTING ADDITIONAL COMPENSATION TO THE CHIEF EXECUTIVE, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARABLE BENCHMARK DATA PROVIDED BY HUMAN RESOURCES OR OUTSIDE CONSULTANTS AND DOCUMENTS ANY RECOMMENDATION CONCERNING ADDITIONAL COMPENSATION IN THEIR MEETING MINUTES. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | PRINCIPIA USES A BENCHMARK SYSTEM WHERE ANNUALLY SALARIES ARE SET AFTER REVIEWING WAGE DATA FOR COMPARABLE INSTITUTIONS. THIS BENCHMARK REVIEW PROCESS IS COMPLETED BY HUMAN RESOURCES. WITH RESPECT TO OFFICERS AND KEY EMPLOYEES, ANY PROPOSED ANNUAL SALARY CHANGES ARE MADE BY HUMAN RESOURCES AND REVIEWED/APPROVED BY THE CHIEF EXECUTIVE AND THE BOARD IF APPROPRIATE. |
| Form 990, Part VI, Line 19 Required documents available to the public | PRINCIPIA MAKES THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING BOARD BYLAWS ARE POSTED ON PRINCIPIA'S WEBSITE. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -4740628; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINCIPIA HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13201 CLAYTON ROAD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | $63,620 | TotalIncomeAmt |
| End Of Year Assets | $686,595 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINCIPIA CORPORATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPIA COLLEGE COMMUNICATIONS | ||||||||||||
| 13201 CLAYTON ROAD | ST LOUIS | MO | 63131 | 431538094 | SUPPORTING ORGANIZATION | MO | 501(c)(3 | Type I | N/A | false | ||
| STICHTING FRED M VAN ECK SUPPORT FOUNDATION FOR THE PRINCIPIA CORPORATION | ||||||||||||
| SUPPORTING ORGANIZATION | Yes (true) | NL | PRINCIPIA CORPORATION | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREST CV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | NL | LegalDomicileForeignCountryCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (34 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CORDSTRAP BV | ||||
| R&D & MKTG | NL | NA | C Corporation | |
| CORDSTRAP WEAVING BV | ||||
| R&D & MFG | NL | NA | C Corporation | |
| CORDSTRAP GMBH | ||||
| MKTG&SALES&DI | GM | NA | C Corporation | |
| CORDSTRAP (MIDDLE EAST) LIMITED | ||||
| MKTG&SALES&DI | CY | NA | C Corporation | |
| CORDSTRAP MALAYSIA SDN BHD | ||||
| MKTG&SALES&DI | MY | NA | C Corporation | |
| CORDSTRAP MEXICO SA DE CV | ||||
| MKTG&SALES&DI | MX | NA | C Corporation | |
| CORDSTRAP LOAD SECURING SYSTEMS (WUXI) C | ||||
| MFG&MKTG&SALE | CH | NA | C Corporation | |
| CORDSTRAP HONG KONG LTD | ||||
| HOLDING COMPANY | CH | NA | C Corporation | |
| CORDSTRAP CANADA CORPORATION | ||||
| MKTG&SALES&DI | CA | NA | C Corporation | |
| CORDSTRAP LIMITED | ||||
| MKTG&SALES&DI | UK | NA | C Corporation | |
| CORDSTRAP IRELAND LTD | ||||
| MKTG&SALES&DI | EI | NA | C Corporation | |
| CORDSTRAP POLSKA SPZ OO | ||||
| MKTG&SALES&DI | PL | NA | C Corporation | |
| CORDSTRAP NIERUCHOMOSCI SPZ OO | ||||
| REAL ESTATE | PL | NA | C Corporation | |
| SIA CORDSTRAP BALTIC | ||||
| MKTG&SALES&DI | LG | NA | C Corporation | |
| CORDSTRAP ITALIA SRL | ||||
| MKTG&SALES&DI | IT | NA | C Corporation | |
| CORDSTRAP SARL | ||||
| MKTG&SALES&DI | FR | NA | C Corporation | |
| CORDSTRAP ESPANA SLU | ||||
| MKTG&SALES&DI | SP | NA | C Corporation | |
| CORDSTRAP REINFORCED TAPES BV | ||||
| R&D-MFG&MKTG | NL | NA | C Corporation | |
| CONTINENTAL STRAP BV | ||||
| MKTG&SALES&DI | NL | NA | C Corporation | |
| THE TOOLING COMPANY BV | ||||
| MKTG&SALES&DI | NL | NA | C Corporation | |
| CORDSTRAP SOUTH AFRICA (PTY) LTD | ||||
| MKTG&SALES&DI | SF | NA | C Corporation | |
| CORDSTRAP CHINA LTD | ||||
| HOLDING COMPANY | CH | NA | C Corporation | |
| CORDSTRAP ASIA PTE LTD | ||||
| DORMANT | SN | NA | C Corporation | |
| COREST MANAGEMENT BV | ||||
| HOLDING COMPANY | NL | NA | C Corporation | |
| CORDSTRAP INDIA PRIVATE LIMITED | ||||
| MKTG&SALES&DI | IN | NA | C Corporation | |
| CORDSTRAP DO BRASIL | ||||
| MKTG&SALES&DI | BR | NA | C Corporation | |
| CORDSTRAP SRO | ||||
| MKTG&SALES&DI | EZ | NA | C Corporation | |
| CORDSTRAP MEXICO SERVICIOS | ||||
| MKTG&SALES&DI | MX | NA | C Corporation | |
| CHARITABLE LEAD TRUST (3) | ||||
| CHARITABLE LEAD TRUST TO BENEFIT PRINCIPIA | NA | Trust | Yes (true) | |
| PERPETUAL TRUSTS (5) | ||||
| PERPETUAL TRUSTS TO BENEFIT PRINCIPIA | NA | Trust | Yes (true) | |
| CHARITABLE REMAINDER TRUSTS (48) | ||||
| CHARITABLE REMAINDER TRUSTS TO BENEFIT PRINCIPIA | NA | Trust | Yes (true) | |
| NON-CHARITABLE TRUSTS (3) | ||||
| TRUST CREATED BY BEQUEST TO BENEFIT PRINCIPIA | NA | Trust | Yes (true) | |
| POOLED INCOME FUNDS (58) | ||||
| POOLED INCOME FUND TO BENEFIT PRINCIPIA | NA | Trust | Yes (true) | |
| CORDSTRAP THAILAND | ||||
| MKTG&SALES&DI | TH | NA | C Corporation | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stichting Fred M Van Eck Support Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $8,004,975 | InvolvedAmt |
| Method Of Amount Determination | Gift in euros, exchanged immediately to USD | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2 IDENTIFICATION OF RELATED TAX EXEMPT ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | THE STICHTING FRED M. VAN ECK SUPPORT FOUNDATION FOR THE PRINCIPIA CORPORATION IS AN EXEMPT ENTITY ORGANIZED IN THE NETHERLANDS. IT HAS NO U.S. SOURCED INCOME AND NO U.S. FILING REQUIREMENT. | ExplanationTxt |