TRUSTEES OF THE LAWRENCEVILLE SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE LAWRENCEVILLE SCHOOL (EIN 21-0634503)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349304406
- Schema version
- 2010v3.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:17:31-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085406313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634503 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAWRENCEVILLE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAWR | NameControl |
| Phone | 6098952138 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 086486126 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINA GOODRICH | Name |
| Title | DIR OF FINANCE, ASST TREASURER | Title |
| Date Signed | 2012-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C COYNE | Name |
| Phone | 6095201188 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELIZABETH DUFFY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 185957282 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAWRENCEVILLE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1810 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | THE LAWRENCEVILLE SCHOOL SEEKS TO INSPIRE AND EDUCATE YOUNG PEOPLE OF SPECIAL PROMISE FOR RESPONSIBLE LEADERSHIP, PERSONAL FULFILLMENT, AND ENTHUSIASTIC PARTICIPATION IN AN INCREASINGLY COMPLEX WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 588 | TotalNbrEmployees |
| Total Nbr Volunteers | 950 | TotalNbrVolunteers |
| Total Gross UBI | 1028291 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -140550 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 32609617 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25221207 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35829526 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 37426359 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6953514 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19491740 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2140540 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1203747 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 77533197 | TotalRevenuePriorYear |
| Total Revenue Current Year | 83343053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8532904 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9569468 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28504696 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29339129 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 93147 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 144144 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5168837 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22991442 | OtherExpensePriorYear |
| Other Expenses Current Year | 28319529 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60122189 | TotalExpensesPriorYear |
| Total Expenses Current Year | 67372270 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 17411008 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15970783 | RevenuesLessExpensesCY |
| Total Assets BOY | 488352437 | TotalAssetsBOY |
| Total Assets EOY | 534273162 | TotalAssetsEOY |
| Total Liabilities BOY | 86914614 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 88066718 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 401437823 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 446206444 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE LAWRENCEVILLE SCHOOL SEEKS TO INSPIRE AND EDUCATE YOUNG PEOPLE OF SPECIAL PROMISE, FROM DIVERSE BACKGROUNDS, FOR RESPONSIBLE LEADERSHIP, PERSONAL FULFILLMENT, AND ENTHUSIASTIC PARTICIPATION IN AN INCREASINGLY COMPLEX WORLD. WITH HIGH STANDARDS OF CHARACTER AND SCHOLARSHIP, WE TEACH YOUNG PEOPLE THE VALUE OF HONEST WORK, RESPECT FOR DIFFERENCES, AND RESPONSIBILITY FOR THE WELL-BEING OF THEIR COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 50652447 | Expense |
| Grants | 9569468 | Grants |
| Revenue | 37426539 | Revenue |
| Description | INSTRUCTION: COEDUCATIONAL BOARDING AND DAY SCHOOL FOR STUDENTS IN GRADES 9 THROUGH 12 STUDENT SERVICES: LAWRENCEVILLE PROVIDES SERVICES TO THE ENTIRE STUDENT COMMUNITY IN AN EFFORT TO DEVELOP THE INTELLECTUAL AND SOCIAL TALENTS OF ITS STUDENTS. INSTITUTIONAL SUPPORT: GENERAL SUPPORT TO THE STUDENTS AND FACULTY. | Description |
| Total Program Service Expense | 50652447 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 122 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 588 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTINA L GOODRICH | NamePerson |
| Telephone Number | 6098952138 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH A DUFFY | ||||||||
| HEADMASTER | 40.0 | X | X | 300561 | 0 | 139629 | ||
| SETH H WAUGH | ||||||||
| PRESIDENT | 2.0 | X | X | 0 | 0 | |||
| LEITA VOSS HAMILL | ||||||||
| VICE PRESIDENT | 2.0 | X | X | 0 | 0 | |||
| DAVID J BALLARD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| RICHARD J BARRETT | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JACQUELINE BRADLEY OTIS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| WHITNEY HAILAND BROWN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| THOMAS L CARTER JR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| MICHAEL S CHAE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JUDITH ANN CORRENTE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JEFFREY G DISHNER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DARRELL A FITZGERALD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| MORTIMER B FULLER III | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| BERT A GETZ JR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| MARCUS B MABRY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JEREMY MARIO | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| FREDERICK R MCCORD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| CHARLES E MURPHY III | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DOMINIC A A RANDOLPH | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| RONALD S ROLFE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| PETER F SCHWEINFURTH | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JOHN E WALDRON | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| MELANIE C CLARKE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| GREG W HAUSLER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| GLENN H HUTCHINS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JEFFERSON W KIRBY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| KATHARINE M MCDOWELL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DAVID B OTTAWAY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| ROBERT L ROSNER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DANIEL M TAPIERO | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JOESPH C TSAI | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| RAYMOND G VIAULT | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| MEREDITH A WHITNEY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| WESLEY R BROOKS | ||||||||
| CFO/COO | 40.0 | X | 193567 | 76386 | ||||
| CHRISTINA GOODRICH | ||||||||
| DIRECTOR OF FINANCE | 40.0 | X | 102210 | 82758 | ||||
| MARY KATE BARNES | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 377322 | 144365 | X | ||||
| GREGORY C LADD | ||||||||
| DIRECTOR OF CAPITAL PROGRAMS | 40.0 | 182461 | 39030 | X | ||||
| ROBIN KARPF MD | ||||||||
| MEDICAL DIRECTOR | 40.0 | 171115 | 68551 | X | ||||
| JOHN E GORE | ||||||||
| DIRECTOR OF ALUMNI DEVELOPMENT | 40.0 | 160982 | 26876 | X | ||||
| WILLIAM TREDWAY | ||||||||
| FACULTY | 40.0 | 159576 | 8517 | X | ||||
| DARYLL K MATTINGLY | ||||||||
| DEAN OF FACULTY | 40.0 | 137754 | 49470 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1785548 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 635582 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VJ SCOZZARI SONS INC | |||||
| 84 ROUTE 31 N | PENNINGTON | NJ | 085343615 | CONTRACTOR | 4496013 |
| REDDINGS MECHANICAL | |||||
| 234 NASSAU ST | PRINCETON | NJ | 08542 | ENGINEERING | 2515381 |
| SUSTAINABLE FARE | |||||
| PO BOX 543 | ISLAND HEIGHTS | NJ | 08732 | FOOD SERVICE | 2264143 |
| AC SCOTT ELECTRIC COMPANY | |||||
| 606 NEW YORK AVE | TRENTON | NJ | 08638 | ELECTRICAL CONTRACT | 1420516 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER ST | BOSTON | MA | 02210 | INVESTMENT MGMT | 783535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| All Other Contributions | 25221207 | AllOtherContributions |
| Noncash Contributions | 2891126 | NoncashContributions |
| Total Contributions | 25221207 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 37181583 | 37181583 |
| AUXILIARY PROGRAMS | 713940 | 244776 | 244776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 37426359 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1915898 | TotalRevenueColumn |
| Unrelated Business Revenue | -62640 | UnrelatedBusinessRevenue |
| Exclusion | $1,978,538 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 107196 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 107196 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107196 | TotalRevenueColumn |
| Exclusion | $107,196 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 120190071 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102614229 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17575842 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17575842 | TotalRevenueColumn |
| Exclusion | $17,575,842 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| SUMMER CAMPS | 713940 | 740216 | 740216 |
| GOLF AND TENNIS CLUB | 713910 | 37068 | 37068 |
| ICE RINK | 713940 | 313647 | 313647 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5620 | TotalRevenueColumn |
| Exclusion | $5,620 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1096551 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83343053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37426359 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1028291 | UnrelatedBusinessRevenue |
| Exclusion | $19,667,196 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117606 | Total |
| Program Services | 117606 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9451862 | Total |
| Program Services | 9451862 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940725 | Total |
| Program Services | 18253 | ProgramServices |
| Management And General | 579734 | ManagementAndGeneral |
| Fundraising | 342738 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19889791 | Total |
| Program Services | 14992671 | ProgramServices |
| Management And General | 2761742 | ManagementAndGeneral |
| Fundraising | 2135378 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1940538 | Total |
| Program Services | 1401483 | ProgramServices |
| Management And General | 271388 | ManagementAndGeneral |
| Fundraising | 267667 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5037911 | Total |
| Program Services | 3331618 | ProgramServices |
| Management And General | 1333607 | ManagementAndGeneral |
| Fundraising | 372686 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1530164 | Total |
| Program Services | 806821 | ProgramServices |
| Management And General | 542854 | ManagementAndGeneral |
| Fundraising | 180489 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12946 | Total |
| Program Services | 12170 | ProgramServices |
| Management And General | 647 | ManagementAndGeneral |
| Fundraising | 129 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105440 | Total |
| Program Services | 5474 | ProgramServices |
| Management And General | 91966 | ManagementAndGeneral |
| Fundraising | 8000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169850 | Total |
| Management And General | 169850 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144144 | Total |
| Fundraising | 144144 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1478319 | Total |
| Management And General | 1478319 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303494 | Total |
| Program Services | 182528 | ProgramServices |
| Management And General | 119516 | ManagementAndGeneral |
| Fundraising | 1450 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399338 | Total |
| Program Services | 201919 | ProgramServices |
| Fundraising | 197419 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630700 | Total |
| Program Services | 1348086 | ProgramServices |
| Management And General | 144870 | ManagementAndGeneral |
| Fundraising | 137744 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1335563 | Total |
| Program Services | 1091516 | ProgramServices |
| Management And General | 185901 | ManagementAndGeneral |
| Fundraising | 58146 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3289088 | Total |
| Program Services | 2757425 | ProgramServices |
| Management And General | 499891 | ManagementAndGeneral |
| Fundraising | 31772 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1088265 | Total |
| Program Services | 912481 | ProgramServices |
| Management And General | 54626 | ManagementAndGeneral |
| Fundraising | 121158 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251869 | Total |
| Program Services | 238949 | ProgramServices |
| Management And General | 10089 | ManagementAndGeneral |
| Fundraising | 2831 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2973128 | Total |
| Program Services | 2788512 | ProgramServices |
| Management And General | 149834 | ManagementAndGeneral |
| Fundraising | 34782 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5594081 | Total |
| Program Services | 5247248 | ProgramServices |
| Management And General | 281382 | ManagementAndGeneral |
| Fundraising | 65451 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341176 | Total |
| Program Services | 263330 | ProgramServices |
| Management And General | 75147 | ManagementAndGeneral |
| Fundraising | 2699 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| AUXILIARY AND SUMMER PROGRAM | 425158 | 425158 | ||
| FOOD SERVICES | 1824294 | 20111 | 1804183 | |
| EVENTS | 745975 | 2747 | 177225 | 566003 |
| CAMPUS REPAIRS | 1581563 | 107308 | 1456211 | 18044 |
| ARCHIVES PROJECT | 634383 | 634383 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4134899 | Total |
| Program Services | 2044876 | ProgramServices |
| Management And General | 1609916 | ManagementAndGeneral |
| Fundraising | 480107 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67372270 | Total |
| Program Services | 50652447 | ProgramServices |
| Management And General | 11550986 | ManagementAndGeneral |
| Fundraising | 5168837 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12413833 | BOY |
| EOY | 19626587 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19003400 | BOY |
| EOY | 11938838 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34282237 | BOY |
| EOY | 30927515 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532991 | BOY |
| EOY | 678129 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 601405 | BOY |
| EOY | 548114 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4770939 | BOY |
| EOY | 4190739 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21819 | BOY |
| EOY | 26813 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621602 | BOY |
| EOY | 1295929 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 221059596 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 107792466 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108979203 | BOY |
| EOY | 113267130 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66480969 | BOY |
| EOY | 92296952 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205103249 | BOY |
| EOY | 222607453 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34540790 | BOY |
| EOY | 36868963 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488352437 | BOY |
| EOY | 534273162 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5556490 | BOY |
| EOY | 6114603 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5053370 | BOY |
| EOY | 6407718 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60449588 | BOY |
| EOY | 59009657 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2207083 | BOY |
| EOY | 2141721 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13648083 | BOY |
| EOY | 14393019 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86914614 | BOY |
| EOY | 88066718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109150439 | BOY |
| EOY | 123356629 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105811910 | BOY |
| EOY | 131941341 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186475474 | BOY |
| EOY | 190908474 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401437823 | BOY |
| EOY | 446206444 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488352437 | BOY |
| EOY | 534273162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 15970783 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 28797838 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 304013913 | BeginningOfYearBalance |
| Contributions | 9222090 | Contributions |
| Investment Earnings Or Losses | 45580565 | InvestmentEarningsOrLosses |
| Other Expenditures | 10674338 | OtherExpenditures |
| End Of Year Balance | 348142230 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 270997588 | BeginningOfYearBalance |
| Contributions | 19585102 | Contributions |
| Investment Earnings Or Losses | 42854068 | InvestmentEarningsOrLosses |
| Other Expenditures | 29422845 | OtherExpenditures |
| End Of Year Balance | 304013913 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 Years | CurrentYearMinus2Years | |
| Board Designated EOY Balance | 0.19000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9929702 | OtherCostOrOtherBasis |
| Book Value | 9929702 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 195460209 | OtherCostOrOtherBasis |
| Depreciation | 96259618 | Depreciation |
| Book Value | 99200590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15669685 | OtherCostOrOtherBasis |
| Depreciation | 11532847 | Depreciation |
| Book Value | 4136838 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 113267130 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TREASURIES | 6323192 | F |
| HEDGE FUNDS | 88270793 | F |
| PRIVATE EQUITY | 89039294 | F |
| REAL ESTATE | 6814273 | F |
| US GOVERNMENT SECURITIES | 12489927 | F |
| REAL ASSETS FUNDS | 19669974 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 222607453 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSTRUCTION IN PROGRESS | 18437627 |
| REAL ESTATE | 18431336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 36868963 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY-SPLIT INTEREST AGREEMENT | $3,588,309 |
| INTEREST RATE SWAPS | $9,838,594 |
| ASSET RETIREMENT OBLIGATION | $966,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14393019 | TotalOfAmounts |
| Total Revenue | 83343053 | TotalRevenue |
| Total Expenses | 67372270 | TotalExpenses |
| Excess Or Deficit For Year | 15970783 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 28560375 | NetUnrealizedGLOnInvestments |
| Other | $237,464 | OtherAmount |
| Total Adjustments | 28797839 | TotalAdjustments |
| Excess Or Deficit Per FS | 44768622 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 101210711 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 28560375 | NetUnrealizedGainsInvestments |
| Other Revenues | -9214398 | OtherRevenues |
| Revenue Not Rptd F990 | 19345977 | RevenueNotRptdF990 |
| Revenue Subtotal | 81864734 | RevenueSubtotal |
| Investment Expenses Not Included | 1478319 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1478319 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 83343053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 56442089 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 56442089 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1478319 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9451862 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10930181 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 67372270 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | NET APPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS 237,464 |
| REVENUE RECONCILIATION | SCHEDULE D, PART XII, LINE 2D | NET APPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS............................................... 237,464 FINANCIAL AID GRANTS.....................................(9,451,862) ------------- TOTAL....................................................(9,214,398) |
| EXPENSES RECONCILIATION | SCHEDULE D, PART XIII, LINE 4B | FINANCIAL AID GRANTS.......................................(9,451,862) |
| ENDOWMENT FUNDS | SCHEDULE D, PART V | THE SCHOOL'S ENDOWMENT CONSISTS OF 450 FUNDS THAT HAVE BEEN ESTATBLISHED BY DONORS AND THE SCHOOL TO SUPPORT FINANCIAL AID, FACULTY COMPENSATION, BUILDING MAINTENANCE, AND OTHER GENERAL OPERATIONS. |
| COLLECTION OF ART | SCHEDULE D, PART III | THE FOCUS OF LAWRENCEVILLE'S COLLECTION IS TO INTEGRATE ART INTO THE LIVES OF PEOPLE, INSPIRING INDIVIDUAL REFLECTION, COMMUNITY DIALOGUE, AND HISTORICAL AND CULTURAL AWARENESS. WE BELIEVE IN THE POWER OF ART TO STIMULATE CREATIVE THINKING, AESTHETIC APPRECIATION AND ENJOYMENT. LAWRENCEVILLE'S COLLECTION OF ART IS BROKEN DOWN INTO THREE CATEGORIES: PERMANENT COLLECTION (ART THAT HAS BEEN CAREFULLY REVIEWED AND VOTED ON BY THE FINE ARTS ADVISORY COMMITTEE TO BE INCLUDED IN THIS CATEGORY); FURNISHINGS COLLECTION (ART THAT IS NOT INCLUDED IN THE PERMANENT COLLECTION, HOWEVER IT HAS A VALUE AS DECORATIVE ART OR FOR TEACHING PURPOSES); AND LAWRENCEVILLE COLLECTION (WORK BY ALUMNI, THAT MAY OR MAY NOT BE PART OF THE PERMANENT COLLECTION AS WELL). THROUGH THE CARE AND SAFE DISPLAY OF OUR COLLECTION AND 3 TO 4 ROTATING EXHIBITIONS, WE HOPE TO INTEGRATE ART INTO THE LIVES OF PEOPLE, INSPIRING INDIVIDUAL REFLECTION, COMMUNITY DIALOGUE, AND HISTORICAL AND CULTURAL AWARENESS. THE EXHIBITIONS AND PROGRAMS OF THE GALLERIES, WHICH INCLUDE AN ADDITIOAL 3 TO 4 EXHIBITS OF WORK NOT PART OF THE SCHOOL'S COLLECTIONS, ARE INTENDED TO INSPIRE AND CHALLENGE THE SCHOOL WHILE OFFERING A RESOURCE FOR TEACHING IN ALL DISCIPLINES. |
| FIN 48 (ASC 740) | SCHEDULE D, PART X | THE SCHOOL HAS ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FORMERLY FIN 48). UNCERTAINTY IN INCOME TAXES REFERS TO THE ACCOUNTING FOR THE UNCERTAINTIES IN INCOME TAXES REGONIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PUBLICIZE RACIALLY NONDISCRIMINATORY POLICY | Identifier |
| Return Reference | SCHEDULE E, LINE 3 | ReturnReference |
| Explanation | DESCRIPTION OF PUBLICIZED RACIALLY NONDISCRIMINATORY POLICY A STATEMENT OF LAWRENCEVILLE'S NONDISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES AND CATALOGS THAT PERTAIN TO STUDENT ADMISSIONS PROGRAMS SCHOLARSHIPS. WE ALSO PUBLISH AN ANNUAL PRINT ADVERTISEMENT THROUGH NJAIS. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATIONAL PROGRAMS | 52966 |
| East Asia and the Pacific | 0 | 0 | Fundraising | 33321 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 86287 | SubtotalAmountSpent |
| Total Amount Spent | 86287 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF MONITORING THE USE OF GRANT FUNDS OUTSIDE THE US | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | THE LAWRENCEVILLE SCHOOL IS DEDICATED TO ENSURING THAT EVERY STUDENT HAS A MEANINGFUL AND AUTHENTIC EXPERIENCE ABROAD WHICH IS TIED TO OUR CURRICULUM, SERVICE PROGRAMS OR OTHER CO-CURRICULAR INITIATIVES. INHERENT IN SUCH A PROGRAM IS A DESIRE TO HELP MAKE OUR STUDENTS MORE AWARE OF GLOBAL ISSUES AND DIFFERENT CULTURES, AS WELL AS STRESS THE IMPORTANCE OF ESTABLISHING PERSONAL CONNECTIONS TO OTHERS AROUND THE WORLD. THE ULTIMATE GOAL OF THE INTERNATIONAL PROGRAM IS TO HELP CREATE MORE RESPONSIBLE, GLOBAL CITIZENS THOUGH A CREATIVE AND HOLISTIC APPROACH TO LEARNING. FOR EXAMPLE, THE LAWRENCEVILLE SCHOOL'S INTERNATIONAL PROGRAMS INCLUDE LANGUAGE PROGRAMS. THE LANGUAGE DEPARTMENT BELIEVES THAT A CITIZEN HAS THE RESPONSIBILITY TO UNDERSTAND A LANGUAGE OTHER THAN HIS OR HER NATIVE TONGUE. ADDITIONALLY, IT IS VITAL IN OUR WORLD TODAY TO LEARN ABOUT OTHER CULTURES. THE TWO GO HAND-IN-HAND OF COURSE AND THAT IS WHY WE ARE COMMITTED TO OFFERING LANGUAGE DEPARTMENT PROGRAMS ABROAD TO OUR STUDENTS. AFTER TWO YEARS OF LANGUAGE STUDY, STUDENTS MAY APPLY TO SPEND A NUMBER OF WEEKS LIVING IN ONE OF FOUR COUNTRIES: FRANCE, MEXICO, JAPAN, OR CHINA. STUDENTS TAKE COURSES AT A LAWRENCEVILLE AFFILIATED INSTITUTION, AND A LAWRENCEVILLE FACULTY MEMBER DIRECTS THE PROGRAM AND TEACHES COURSES ALONG WITH LOCAL PROFESSORS AND MASTERS. STUDENTS LIVE WITH HOST FAMILIES, PARTICIPATE IN LOCAL ACTIVITIES, AND TRAVEL FOR A PERIOD OF TIME IN THE HOST COUNTRY. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|---|---|---|---|
| CAROL O'BRIEN ASSOCIATES | 3211 SHANNON RD STE 100 | DURHAM | NC | 27707 | CAMPAIGN CONSULTING | false | 114838 |
| HERSON GROUP LTD | PO BOX 687 | PENN YAN | NY | 14527 | EVENT MGMT | false | 15925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 130763 | TotalRetainedByContractors |
| Licensed States | NJ | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE TOWNSHIP EDUCATION FOUNDATION | ||||||||||
| PO BOX 6531 | LAWRENCEVILLE | NJ | 08648 | 223192024 | 501(C)(3) | 65000 | 0 | N/A | N/A | STUDENT SCHOLARSHIPS |
| TOWNSHIP OF LAWRENCE | ||||||||||
| 2207 LAWRENCEVILLE RD | LAWRENCEVILLE | NJ | 08648 | 216000791 | 35000 | 0 | N/A | N/A | ASSISTANCE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| LAWRENCE TOWNSHIP EDUCATION FOUNDATION | 236 | 65000 | 0 | N/A | N/A |
| STUDENT SCHOLARSHIPS | 236 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING | Identifier |
| Return Reference | SCHEDULE I, PART I | ReturnReference |
| Explanation | THE LAWRENCEVILLE SCHOOL USES SCHOOL AND STUDENT SERVICES (SSS) TO PROCESS FINANCIAL AID APPLICATIONS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. PARENTS OF STUDENTS COMPLETE THE PARENTS' FINANCIAL STATEMENT (PFS) FORM AND SUBMIT IT TO SSS ALONG WITH THE REQUIRED COPIES OF TAX RETURNS AND PROOF OF INCOME. SSS PREPARES A NEED ANALYSIS REPORT WHICH SUGGESTS THE AMOUNT FAMILIES CAN CONTRIBUTE TOWARD EDUCATIONAL COSTS. SINCE NOT ALL FAMILIES' FINANCIAL SITUATIONS ARE EQUAL, THE LAWRENCEVILLE SCHOOL FINANCIAL AID OFFICE USES THE SSS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH A DUFFY | |||||||||||||
| 300561 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 300561 | 0 | 438012 | 0 |
| WESLEY R BROOKS | |||||||||||||
| 193567 | 24196 | 52190 | 269953 | 258582 | |||||||||
| CHRISTINA GOODRICH | |||||||||||||
| 102210 | 13235 | 69523 | 184968 | 154956 | |||||||||
| MARY KATE BARNES | |||||||||||||
| 377322 | 25659 | 118706 | 521687 | 308396 | |||||||||
| GREGORY C LADD | |||||||||||||
| 182461 | 20581 | 18449 | 221491 | 198230 | |||||||||
| ROBIN KARPF MD | |||||||||||||
| 171115 | 22112 | 46439 | 239666 | ||||||||||
| JOHN E GORE | |||||||||||||
| 160982 | 17102 | 9774 | 187858 | 169322 | |||||||||
| WILLIAM TREDWAY | |||||||||||||
| 159576 | 3438 | 5079 | 168093 | ||||||||||
| DARYLL K MATTINGLY | |||||||||||||
| 137754 | 17343 | 32127 | 187224 | 181176 | |||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HOUSING AND PERSONAL SERVICES | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | HOUSING ON THE SCHOOL CAMPUS IS PROVIDED TO CERTAIN EMPLOYEES, AS REQUIRED BY THE TERMS OF THEIR EMPLYMENT FOR THE CONVENIENCE OF THE SCHOOL, AND IS TREATED AS NON-TAXABLE UNDER SECTION 119 OF THE INTERNAL REVENUE CODE. THE HEADMASTER'S HOUSE SERVES NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY SCHOOL EVENTS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 222045817 | IssuerEIN |
| CUSIP Number | 64577HPH8 | CUSIPNumber |
| Date Issued | 2004-11-01 | DateIssued |
| Issue Price | 16039245 | IssuePrice |
| Description Of Purpose | REFUNDING OF OUTSTANDING 1996 BOND | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 16039441 | TotalProceeds |
| Working Capital Expenditures | 240804 | WorkingCapitalExpenditures |
| Amount Unspent | 15798441 | AmountUnspent |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | false | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | true | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Regulatory Safe Harbor Satisfied | false | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| CHRISTINA GOODRICH | ||||||
| MORTGAGE | X | $300,000 | 272713 | false | true | true |
| MARY KATE BARNES | ||||||
| MORTGAGE | X | $200,000 | 156623 | false | true | true |
| WILLIAM TREDWAY | ||||||
| MORTGAGE | X | $75,000 | 64813 | false | true | true |
| WILLIAM TREDWAY | ||||||
| MORTGAGE | X | $60,000 | 53965 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 548114 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BLACKSTONE MINERALS-THOMAS CARTER J | |||
| TRUSTEE IS A PARTNER | 23353331 | SEE PART V BELOW | false |
| BLENHEIM GLOBAL FUND-JUDITH CORRENT | |||
| TRUSTEE SPOUSE OF FOUNDER | 6328716 | SEE PART V BELOW | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | THE LAWRENCEVILLE SCHOOL HOLDS A $23 MILLION INVESTMENT IN BLACKSTONE MINERALS COMPANY AS PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO. THOMAS L CARTER JR, A TRUSTEE OF THE LAWRENCEVILLE SCHOOL, IS THE CEO AND OWNS MORE THAN 10% OF BLACK STONE MINERALS COMPANY. HOWEVER, THE SCHOOL'S INVESTMENT COMMITTEE DIRECTS THE SCHOOL'S INVESTMENTS AND MR CARTER IS NOT A MEMBER OF THE INVESTMENT COMMITTEE AND DOES NOT PARTICIPATE IN ANY OF THE SCHOOL'S INVESTMENT DECISIONS. THE LAWRENCEVILLE SCHOOL HOLDS AN INVESTMENT IN BLENHEIM GLOBAL MARKETS FUND THAT HAD A FMV OF $6,328,716 ON JUNE 30 2011. JUDITH ANN CORRENTE, A LAWRENCEVILLE SCHOOL TRUSTEE IS MARRIED TO THE CHAIRMAN/FOUNDER OF BLENHEIM GLOBAL MARKETS FUND. HOWEVER, THE SCHOOL'S INVESTMENT COMMITTEE DIRECTS THE SCHOOL'S INVESTMENTS AND MS CORRENTE IS NOT A MEMBER OF THE INVESTMENT COMMITTEE AND DOES NOT PARTICIPATE IN ANY OF THE SCHOOL'S INVESTMENT DECISIONS. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2027582 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | CHARITABLE GIFT ANNUITY | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 863544 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTIES | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 32 | ReturnReference |
| Explanation | THE ORGANIZATION UTILIZES A STOCK BROKER TO PROCESS AND SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 990 REVIEW PROCESS | FORM 990, PART IV, LINE 11A | FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDEDNT ACCOUNTING FIRM, WITHUMSMITH+BROWN, BASED UPON INFORMATION PROVIDED BY THE SCHOOL. THE DRAFT FORM 990 IS THEN REVIEWED BY THE SCHOOL'S FINANCE DEPARTMENT AND ANY RESULTING CHANGES ARE MADE TO THE DRAFT RETURN. THE DRAFT RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, WHICH HAS BEEN DELEGATED RESPONSIBILITY BY THE FULL BOARD FOR REVIEW OF THE RETURN. THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD AND A COPY OF THE FINAL FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| CONFLICT OF INTEREST | FORM 990, PART IV, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND EMPLOYEES THAT REQUIRES, AMONG OTHER THINGS, THAT NO INDIVIDUAL MAY PARTICIPATE IN DISCUSSIONS OR DECISIONS ON ANY MATTER IN WHICH HE OR SHE HAS A MATERIAL FINANCIAL INTEREST. ALL TRUSTEES, OFFICERS, AND INDIVIDUALS WHO HAVE SIGNING AUTHORITY ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO INDICATE WHETHER THE ORGANIZATION DOES BUSINESS WITH AN ENTITY IN WHICH THEY HAVE A MATERIAL FINANCIAL INTEREST. |
| COMPENSATION | FORM 990, PART VI, LINE 15 | THE LAWRENCEVILLE SCHOOL PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, BY REFERENCE TO COMPENSATION SURVEYS AND OTHER ORGANIZATION'S FORM 990. |
| GOVERNING DOCUMENTS | FORM 990, PART VI, LINE 19 | THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |