2014-05-15T10:37:22-05:00 2013-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2012-07-01 060653119 THE LOOMIS INSTITUTE D/B/A THE LOOMIS CHAFFEE SCHOOL LOOM 8606876000 BATCHELDER ROAD WINDSOR CT 06095 RICHARD ESPOSITO 8606876000 2014-05-13 1 ELIZABETH SOLECKI P00235171 8605614000 2012 2015-11-30 17:44:51Z RICHARD ESPOSITO BATCHELDER ROAD WINDSOR CT 06095 130404711 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. 28 27 362 373 205135 -2184 8173502 22077744 29866301 30504374 -2058868 -9658906 335730 378433 36316665 43301645 6948380 6867696 0 0 20058532 20543146 0 0 3281650 16919168 17581520 43926080 44992362 -7609415 -1690717 291515195 297347196 76568069 74678256 214947126 222668940 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 38734201 6867696 30504374 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. 38734201 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 1 1 0 0 0 1 125 0 1 362 1 1 1 1 BD CJ 0 0 0 0 0 0 0 0 X 28 27 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 40.00 X X 340668 0 139019 JOEL B ALVORD 1.00 X 0 0 0 JOHN M BUSSEL 1.00 X 0 0 0 ANDREW M CARTER 1.00 X 0 0 0 PAULINE W CHEN 1.00 X 0 0 0 NANCY W COLLINS 1.00 X 0 0 0 DEXTER D EARLE 1.00 X 0 0 0 BRUCE ALEXANDER 1.00 X 0 0 0 KRISTEN DELAMATER 1.00 X 0 0 0 JASON H KARP 1.00 X 0 0 0 JOHN T KELLER 1.00 X 0 0 0 PETER F KERN 1.00 X 0 0 0 KIMBERLY R KRAVIS SCHULHOF 1.00 X 0 0 0 SARAH L LUTZ 1.00 X 0 0 0 DUNCAN AL MACLEAN 1.00 X 0 0 0 WILKES MCCLAVE III 1.00 X 0 0 0 CHRISTOPHER K NORTON 1.00 X 0 0 0 REGINALD PAIGE SR 1.00 X 0 0 0 STEPHEN E PAUL 1.00 X 0 0 0 DANG T PHAN 1.00 X 0 0 0 ELIZABETH RICHMOND 1.00 X 0 0 0 STEVEN ROSENTHAL 1.00 X 0 0 0 MARY BUCKSBAUM SCANLAN 1.00 X 0 0 0 PETER M SEIGLE 1.00 X 0 0 0 HARVEY J STRUTHERS JR 1.00 X 0 0 0 JAMES L WIDDOES 1.00 X 0 0 0 JOHNNY MAGWOOD 1.00 X 0 0 0 AMY EDWARDS SPARKS 1.00 X 0 0 0 RICHARD ESPOSITO 40.00 X 200113 0 96388 NATHAN FOLLANSBEE 40.00 X 206540 0 40533 AARON HESS 40.00 X 150914 0 36384 TIMOTHY STRUTHERS 40.00 X 151542 0 37375 MARY LISCINSKY 40.00 X 105941 0 88014 EDWARD PARSONS 40.00 X 116047 0 112839 1271765 0 550552 12 0 1 0 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 CONSULTING SERVICES 428247 OZGLO CLEANING COMPANY LLC 6 PINNEY ROAD BLOOMFIELD CT 06002 CLEANING SERVICES 114593 2 22077744 2047118 22077744 TUITION AND FEES 611110 30300305 30300305 STUDENT ACTIVITIES 611110 204069 204069 30504374 4976835 5642 4971193 71936657 86572398 -14635741 -14635741 -2851 -14632890 706757 530668 176089 176089 SUMMER PROGRAMS 611110 115099 115099 FACILITY RENTAL 611110 73444 73444 ICE RINK 611110 13801 13801 202344 43301645 30504374 205135 -9485608 6867696 6867696 784471 487949 296522 14823120 12747512 506271 1569337 3850643 3613828 17108 219707 1084912 909838 55020 120054 68211 68211 62768 62768 115712 80998 24300 10414 3472386 2430670 729201 312515 3151199 3151199 3926658 3298393 628265 415433 415433 FOOD SERVICES 2154018 2154018 INSTRUCTIONAL 1071940 1071940 DEVELOPMENT 975304 975304 GENERAL ADMINISTRATIVE 814368 570058 171017 73293 1353523 1350102 2395 1026 44992362 38734201 2976511 3281650 1616198 1360709 8101523 12864473 1002059 1243162 161674 170215 165452 220630 146308684 54678275 92762233 91630409 186560691 188776182 1145365 1081416 291515195 297347196 3696935 3613580 3499685 3896321 68220135 66301426 1151314 866929 76568069 74678256 X 106080336 106589167 36419845 40456456 72446945 75623317 214947126 222668940 291515195 297347196 X -1690717 9415375 -2844 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175769441 7776705 -273537 3007153 5672091 174593365 199241506 3088970 -16339148 3083799 7138088 175769441 181962102 3826711 25170324 2913106 8804525 199241506 162646399 3333047 23834857 2354022 5498179 181962102 209642389 473500 -39519656 2435575 5514259 162646399 0.43000 0.41000 0.16000 0 0 437687 437687 127678495 43141079 84537416 10561019 7251191 3309828 7631483 4286005 3345478 91630409 LIQUID CAPITAL 71671182 F INFLATION HEDGING 8169108 F GLOBAL EQUITY 13496226 F FLEXIBLE CAPITAL 41099795 F PRIVATE EQUITY 24590294 F FIXED INCOME 11000 F REAL ESTATE 349000 F SHORT-TERM INVESTMENTS 8248677 F SPLIT-INTEREST AGREEMENTS 907269 F ABSOLUTE RETURN 20233631 F 188776182 ANNUITY PAYABLE 556953 AGENCY FUNDS 42305 ASSET RETIREMENT OBLIGATION 267671 866929 45426251 9415375 -7821437 1593938 43832313 -530668 -530668 43301645 37704437 530668 530668 37173769 7818593 7818593 44992362 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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: FINANCIAL AID -7,818,596. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,841. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD -530,668. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COGS 530,668. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,818,596. ROUNDING -3. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 POLICY IS DESCRIBED IN SCHOOL REGISTRATION MATERIALS NORTH AMERICA 0 0 PROGRAM SERVICES ADMISSIONS 398 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 26784 SOUTH ASIA 0 0 FUNDRAISING 25234 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES ADMISSIONS 9734 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 63138958 0 0 0 0 0 0 63201108 0 63201108 1 0 1 1 1 0 1 FINANCIAL AID 199 6867696 FMV REDUCTION IN TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 SHEILA CULBERT 340668 0 0 0 0 0 87000 0 52019 0 479687 0 0 0 RICHARD ESPOSITO 200113 0 0 0 0 0 20885 0 75503 0 296501 0 0 0 NATHAN FOLLANSBEE 206540 0 0 0 0 0 20859 0 19674 0 247073 0 0 0 AARON HESS 150914 0 0 0 0 0 17111 0 19273 0 187298 0 0 0 TIMOTHY STRUTHERS 151542 0 0 0 0 0 15643 0 21732 0 188917 0 0 0 MARY LISCINSKY 105941 0 0 0 0 0 11058 0 76956 0 193955 0 0 0 EDWARD PARSONS 116047 0 0 0 0 0 12719 0 100120 0 228886 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THE HOUSE WHERE THE HEAD OF SCHOOL RESIDES IS USED FOR MULTIPLE SCHOOL EVENTS. PART I, LINE 4B SHEILA CULBERT, HEAD OF SCHOOL, PARTICIPATES IN A 457(F) PLAN. AS A RESULT, SHE WAS CREDITED WITH $45,000 DURING CALENDAR YEAR 2012. 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 20774UD28 2008-07-22 25627420 SERIES G- REFINANCING SERIES C, NEW ROOFS, IT 0 0 0 C CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774YBS5 2011-08-01 8531436 SERIES H- REFINANCING SERIES E 0 0 0 A 37325541 36341226 521818 462497 2005 0 1 1 1 B 25627420 2116418 4458032 392010 18660961 2010 1 0 1 1 C 8531436 2767 8286000 170629 63676 8364 2011 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00200 0.00000 0.00200 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 X 101 2047118 FAIR VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE SCHOOL USES THIRD PARTIES TO PROCESS AND SELL NONCASH STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 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 SALARY THROUGH THE USE OF COMPARABLE DATA AND OTHER SOURCES. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,841. ROUNDING -3. ADC CORPORATION 4 BATCHELDER ROAD WINDSOR CT 06095 060986152 REAL ESTATE RENTAL CT C 19304 395826 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0