2013-03-07T09:14:57-06:00 2012-06-30 060666222 Charles Heaven & Co 207-231 Bank St Waterbury CT 06702 990 2011-07-01 060646661 THE GUNNERY INC GUNN 8608687334 99 GREEN HILL ROAD WASHINGTON CT 06793 Robert Ullram 8608687334 2013-02-28 Robert E Sweeney Jr CPA P01215711 2037534101 2011 2016-03-07 17:11:31Z Robert Ullram 99 Green Hill RD Washington CT 06793 23332325 0 X www.gunnery.org X 1920 CT TO PROVIDE STUDENTS WITH A SECONDARY EDUCATION IN AN ATMOSPHERE CONDUCIVE TO LEARNING AND SOCIAL INTERACTION WITH OTHERS. 21 21 141 260 90115 -87928 2847350 4298050 12547155 13447105 625893 1104236 98763 47472 16119161 18896863 2805033 3138005 0 0 6197797 6250875 0 0 1127110 7574103 7516030 16576933 16904910 -457772 1991953 56712130 56756143 14768859 14052047 41943271 42704096 X In 1850 Frederick Gunn established a school based on the belief that strength of character was the goal of education. Today, The Gunnery rests on the four cornerstones of character: scholarship, integrity, respect and responsibility. Character is forged in a cohesive, diverse community informed by a challenging college preparatory curriculum, a broad range of athletic, artistic and social activities and a faculty of scholars and committed educators dedicated to the intellectual and ethical development of every student. A Gunnery graduate is a broadly educated, socially responsible citizen with tested beliefs, strength of character and the courage to act on convictions. 0 0 12470758 13404462 THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREP. INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, PROVIDING DORMITORY SERVICES AND A SCHOOL STORE. 12470758 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 71 0 1 141 1 1 1 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X ROBERT K ULLRAM 8608687334 99 GREEN HILL RD WASHINGTON DEPOT CT 06793 X Joan A Noto 4.00 X X 0 0 0 Stephen W Baird 4.00 X X 0 0 0 Richard C Colton Jr 2.00 X 0 0 0 Jonathan M Estreich 2.00 X 0 0 0 Gretchen H Farmer 2.00 X 0 0 0 Dick Ebersol 2.00 X 0 0 0 David N Hoadley 2.00 X 0 0 0 David E Kaplan 2.00 X X 0 0 0 James R Gallop 2.00 X 0 0 0 Kirsten Peckerman 2.00 X 0 0 0 Jay B Sheehy 2.00 X X 0 0 0 Peter B Slone 2.00 X X 0 0 0 Frank Macary 2.00 X 0 0 0 Peter S Twombly 2.00 X 0 0 0 Gerrit Vreeland 2.00 X 0 0 0 Patrick M Dorton 2.00 X 0 0 0 Leo D Bretter 2.00 X 0 0 0 Jonathan S Linen 2.00 X 0 0 0 Val J Prevedini 2.00 X 0 0 0 Sarah A Cook 2.00 X 0 0 0 John M Greenwood 2.00 X 0 0 0 Eugene A Pinover 2.00 X 0 0 0 Richard Tager 2.00 X 0 0 0 Christine B Stonbely 2.00 X 0 0 0 Susan Graham 50.00 X 1055040 0 35346 Robert Ullram 50.00 X 207464 0 19679 Eileen Kelly-Aguirre 50.00 X 104423 0 26454 Laura Eldridge 50.00 X 117272 0 9945 1484199 0 91424 4 0 1 0 Aramark Corporation PO Box 198532 Atlanta GA 303848532 Food Service 1290596 Aetna PO Box 804735 Chicago IL 606804108 Insurance 496464 Shipman & Goodwin LLP 1 Constitution Plaza Hartford CT 061031919 Counselors at Law 382302 Antham BCBS PO box 11017 Lewiston ME 04243 Health Insurance 350621 HD Segur Inc PO Box 400 Cheshire CT 06410 Insurance 227581 12 4298050 4298050 TUITION AND FEES 611710 13021017 13021017 STUDENT ACTIVITIES 611710 335973 335973 OUTSIDE FACILITY USE 531120 90115 90115 13447105 544416 544416 4995282 4435462 559820 559820 559820 MISCELLANEOUS INCOME 611710 43231 43231 STUDENT LOAN INTEREST 611710 4241 4241 47472 18896863 13404462 90115 1104236 3138005 3138005 5339185 3613587 1164271 561327 500409 338679 109120 52610 23722 16055 5173 2494 387559 262302 84512 40745 91570 91570 43146 43146 50880 50880 458374 169750 285930 2694 1184913 710948 355474 118491 102934 73408 2076 27450 52126 1574 50552 506164 506164 980300 980300 STUDENT DINING 1059568 1059568 MEDICAL INSURANCE 799530 479718 239859 79953 STUDENT ACTIVITIES 384219 384219 OUTSIDE SERVICES 359758 359758 1442548 736481 464721 241346 16904910 12470758 3307042 1127110 2338587 2876869 3602145 2651691 4534454 4819038 47037 21200 37897 41424 156677 180519 39300764 14081981 25457644 25218783 16019646 16211125 2795404 2233929 1722639 2501565 56712130 56756143 1993251 1319088 2923764 3168891 9796116 9529728 55728 34340 14768859 14052047 X 25380569 24516209 5409838 6429608 11152864 11758279 41943271 42704096 56712130 56756143 X 1991953 -1231128 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18815050 1222864 -357660 1147018 88182 18445054 17402080 295092 2897678 1652739 127061 18815050 15514277 291650 2649317 602473 450691 17402080 19104784 1423305 -3277912 814208 921692 15514277 0 0 34928767 11943777 22984990 4371997 2138204 2233793 25218783 18896863 16904910 1991953 -1231128 -1231128 760825 17665735 -1231128 -1231128 18896863 0 18896863 16904910 0 16904910 0 16904910 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 NEWSPAPER 1 Scholarship Aid 128 3138005 X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Susan Graham 1055040 0 0 0 0 0 0 0 54000 0 1109040 0 0 0 Robert Ullram 207464 0 0 0 0 0 0 0 0 0 207464 0 0 0 Part I, Line 1a The Gunnery reimburses the Head of School for incidental expenses incurred in connection with her duties as Head which contribute to her peak performance and in support of her roles as a public spokesperson, major gift cultivator, and solicitor of the School. Personal residence is provided as a mandatory condition of employment as Head and for the convenience of the school as employer subject to the understanding that it will be used for school functions. The Washington Club extends free club membership to all Gunnery Heads of School and Heads' spouses at no charge to the Gunnery. The school bears the cost of 12-17 hours per week for cleaning assitance in connection with the use of the house for school entertainment, meetings, and other functions. Personal residence is provided for the Assistant Head/Dean of Faculty for the convenience of the school. James Graham Spouse of Head Mistress 98724 Employed as Major Gifts Officer 0 Jessica Fletcher Child of Assistant Head - Business & Services 33540 Employed as Accounts Payable Clerk 0 Form 990, Part VI, Section A, line 2 Trustee Chairman Stephen W. Baird and Trustee, Member at Large, Gerrit Vreeland have business relationships with the Gunnery. Form 990, Part VI, Section B, line 11 A copy is sent to the business manager and the treasurer of the board for review. Additional copies of the Form 990 are made for available to the full board at their request. Form 990, Part VI, Section B, line 12c Annually key employees, officers, and directors are required to complete a conflict of interest form. Form 990, Part VI, Section B, line 15 The ABOPS peer school salary survey is reviewed and then the board committee reviews the salaries and approves them. The board committee determines the compensation of the CEO, executive director, and top management. During the budget making process all other salaries are determined. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are made available upon request. Part VII, Section A, Line 25 Included in Susan Graham's, The Head Mistress', total reportable compensation is a $762,624 distribution from a deferred compensation plan. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -1,231,128.