TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) CARMINE CAPOSSELA...................................................................... PRESIDENT	5.33 .................	X	X
(2) MARY P WATSON...................................................................... VICE PRESIDENT	3.00 .................	X	X
(3) CRYSTAL BOBB-SEMPLE...................................................................... SECRETARY	3.00 .................	X	X
(4) DANIEL STONE...................................................................... TREASURER	5.33 .................	X	X
(5) IA ANDREWS...................................................................... TRUSTEE	3.00 .................	X
(6) TAMARA BELINFANTI...................................................................... TRUSTEE	3.00 .................	X
(7) DAN BERGNER...................................................................... TRUSTEE	3.00 .................	X
(8) STEPHEN CASSELL...................................................................... TRUSTEE	3.00 .................	X
(9) ANTHONY CHARUVASTRA...................................................................... TRUSTEE	3.00 .................	X
(10) MARJORIE COLEMAN...................................................................... TRUSTEE	3.00 .................	X
(11) PETER DAVIDSON...................................................................... TRUSTEE	3.00 .................	X
(12) LUKE FICTHORN...................................................................... TRUSTEE	3.00 .................	X
(13) ALEX GOOR...................................................................... TRUSTEE (THRU 06/2019)	3.00 .................	X
(14) MICHAEL HADDAD...................................................................... TRUSTEE	3.00 .................	X
(15) CAROLYN KATZ...................................................................... TRUSTEE	3.00 .................	X
(16) MARC MAYER...................................................................... TRUSTEE	3.00 .................	X
(17) ELIOT NOLEN...................................................................... TRUSTEE (THRU 06/2019)	3.00 .................	X

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) CLIFF THOMAS........................................................................ TRUSTEE	3.00 .......................	X					0	0
(19) BESS WEATHERMAN........................................................................ TRUSTEE	3.00 .......................	X					0	0
(20) JONATHAN WELD........................................................................ TRUSTEE (THRU 05/2019)	3.00 .......................	X					0	0
(21) JIDE ZEITLIN........................................................................ TRUSTEE	3.00 .......................	X					0	0
(22) VINCENT TOMPKINS........................................................................ HEAD OF SCHOOL	40.00 .......................		X				587,511	196,792
(23) BIANCA ROBERSON........................................................................ DIRECTOR OF FINANCE	40.00 .......................		X				84,187	7,099
(24) JASON ASBURY........................................................................ ASSOCIATE HEAD OF SCHOOL	40.00 .......................			X			223,237	41,897
(25) MELISSA KANTOR........................................................................ DEAN OF FACULTY	40.00 .......................			X			223,038	189,938
(26) DAVID SMITH........................................................................ DIRECTOR OF DEVELOPMENT	40.00 .......................			X			215,418	40,508
(27) ANTHONY B SMITH........................................................................ DIRECTOR OF FACILITIES	40.00 .......................				X		154,197	43,720
(28) JOHN T MASON........................................................................ TEACHER	40.00 .......................				X		147,078	20,515
(29) HENRY KANDEL........................................................................ TEACHER	40.00 .......................				X		145,963	136,153
(30) NICHOLAS FIORI........................................................................ HEAD OF THE LOWER SCHOOL	40.00 .......................				X		144,817	124,261
(31) CHLOE SMITH........................................................................ HEAD OF THE HIGH SCHOOL	40.00 .......................				X		143,466	75,091
(32) MINDY SCHEFEN........................................................................ FORMER DIRECTOR OF FINANCE/CFO	0.00 .......................					X	146,889	11,583

(A) Name and business address	(B) Description of services	(C) Compensation
YORKE CONSTRUCTION CORPORATION 140 WEST 31ST STREET NEW YORK,NY10001	CONSTRUCTION	7,836,335
SOLID DEVELOPMENT GROUP INC 15 OAK ROAD SUITE 3 FAIRFIELD,NJ07004	CONSTRUCTION	1,076,830
JC FOOD CONSULTANTS 636 KENWOOD ROAD RIDGEWOOD,NJ07450	FOOD SERVICE MANAGEMENT	601,061
SCHULTE ROTH & ZABEL LLP PO BOX 11839 NEWARK,NJ07101	LEGAL	298,597
URBAN PROJECTS COLLABORATIVE 5102 21ST STREET 7TH FLOOR LONG ISLAND CITY,NY11101	PROJECT MANAGEMENT	280,532
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 15

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization SAINT ANN'S SCHOOL

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization SAINT ANN'S SCHOOL		Employer identification number 11-2606681

Part II	Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization SAINT ANN'S SCHOOL			Employer identification number 11-2606681
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....	19,599,439	18,368,460	16,815,180	8,929,485	8,406,743
b	Contributions ...	222,605	390,417	410,584	353,314	951,824
c	Net investment earnings, gains, and losses	1,034,697	1,643,588	1,831,098	445,489	-85,281
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	861,050	803,026	688,402	304,358	343,801
f	Administrative expenses ....
g	End of year balance ......	19,995,691	19,599,439	18,368,460	9,423,930	8,929,485

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

7.040 %

Permanent endowment SchDMd Bullet

44.770 %

Temporarily restricted endowment SchDMd Bullet

48.190 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,394,400		1,394,400
b	Buildings ....	90,464,903	27,038,526	63,426,377
c	Leasehold improvements	1,491,697	1,073,555	418,142
d	Equipment ....	2,558,345	1,684,395	873,950
e	Other .....	4,386,374	208,890	4,177,484
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				70,290,353

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	47,406,573
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	232,008
b	Donated services and use of facilities .........	2b	10,411
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	242,419
3	Subtract line 2e from line 1..................			3	47,164,154
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	12,220,591
c	Add lines 4a and 4b....................			4c	12,220,591
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	59,384,745

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	47,230,838
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	10,411
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	1,505,393
e	Add lines 2a through 2d....................			2e	1,515,804
3	Subtract line 2e from line 1...................			3	45,715,034
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	12,220,591
c	Add lines 4a and 4b.....................			4c	12,220,591
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	57,935,625

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE SCHOOL CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF ALL GIFTS DONATED TO THE PERMANENT ENDOWMENT, AND (B) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. OBJECTIVES FOR DONOR RESTRICTIVE ENDOWMENTS FUNDS ARE GENERATING INCOME TO SUPPORT THE SCHOOLS ACTIVITIES AND PRESERVATION OF CAPITAL. INVESTMENT EARNINGS ARE TO BE USED FOR THEIR TEMPORARILY RESTRICTED PURPOSES.
PART X, LINE 2:	THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO JULY 31, 2016.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SCHOLARSHIPS NETTED AGAINST REVENUE 12,212,181. SPECIAL EVENT EXPENSE RECLASS TO PART IX 8,410.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	WRITE-OFF OF UNCOLLECTIBLE PLEDGES REPORTED ON PART XI, LINE 9 1,505,393.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SCHOLARSHIPS NETTED AGAINST REVENUE 12,212,181. SPECIAL EVENT EXPENSE RECLASS TO PART IX 8,410.
PART V, LINE 1A:	IN FISCAL YEAR 2017 THE SIGNIFICANT INCREASE FROM ENDING NET ASSETS FROM PRIOR YEAR REPORTED IN PART V, COLUMN (D), LINE 1G AND BEGINNING NET ASSETS FROM CURRENT YEAR REPORTED IN PART V, COLUMN (C), LINE 1A, IS DUE TO THE FACT THAT THE SCHOOL CLASSIFIED AN ALLOCATION OF ASSETS THAT WERE PREVIOUSLY NOT IDENTIFIED AS ENDOWMENT ASSETS. THE SCHOOL DETERMINED THAT THESE ASSETS SHOULD BE CLASSIFIED AS ENDOWMENT ASSETS AND THEREFORE THE INCREASE IN TEMPORARILY RESTRICTED ENDOWMENT ASSETS IS REPORTED.

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Schools

Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image

Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047 2018Open to Public Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Part I

YES

Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,

other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .

Yes

Does the organization include a statement of its racially nondiscriminatory policy toward students in all its

brochures, catalogues, and other written communications with the public dealing with student admissions,

programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during

the period of solicitation for students, or during the registration period if it has no solicitation program, in a way

that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"

please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Does the organization maintain the following?

Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .

Yes

Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all catalogues, brochures, announcements, and other written communications to the public dealing

with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .

Yes

If you answered "No" to any of the above, please explain. If you need more space, use Part II.

Does the organization discriminate by race in any way with respect to:

Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .

Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .

Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.

Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .

Yes

Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .

If you answered "Yes" to either line 6a or line 6b, explain on Part II.

Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05

of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .

Yes

Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.

Cat. No. 50085D

Schedule E (Form 990 or 990-EZ) (2018)

Schedule E (Form 990 or 990EZ) (2018)

Page 2

Part II

Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).

Return Reference	Explanation
SCHEDULE E, PART I, LINE 3	THE SCHOOL'S NON-DISCRIMINATORY POLICIES ARE AVAILABLE ON ITS WEBSITE, INCLUDED IN THE SCHOOL'S CATALOGUE, CURRICULUM BOOK, APPLICATIONS MATERIALS, THE FACULTY AND STAFF HANDBOOK, AND ADVERTISED ANNUALLY IN THE LOCAL PRESS.
SCHEDULE E, PART I, LINE 6	THE ORGANIZATION RECEIVED FUNDING FROM NYC DEPARTMENT OF CITYWIDE ADMINISTRATIVE SERVICES

Schedule E (Form 990 or 990-EZ) (2018)

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
SAINT ANN'S SCHOOL

Employer identification number
11-2606681

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS-RETURNING STUDENTS	261	7,431,928
(2) TUITION ASSISTANCE	120	4,545,115
(3) NON-TUITION SCHOLARSHIPS	104	98,237
(4) AUXILIARY PROGRAM SCHOLARSHIPS	134	205,010
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

SAINT ANN'S SCHOOL AWARDS GRANTS TO STUDENTS IN THE FORM OF SCHOLARSHIPS. THE SCHOLARSHIP IS A REDUCTION OF THE TUITION CHARGE FOR THE ACADEMIC YEAR. FAMILIES APPLYING FOR FINANCIAL AID SUBMIT AN APPLICATION TO THE SCHOOL SCHOLARSHIP SERVICE (SSS) OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE SSS PERFORMS AN ANALYSIS OF INCOME, ASSETS, AND LIABILITIES IN ORDER TO ARRIVE AT AN ESTIMATED AMOUNT WHICH THEY CONSIDER THE FAMILY CAN AFFORD FOR INDEPENDENT EDUCATION. THE SCHOOL GRANTS AID TO FAMILIES BASED UPON THE SSS ASSESSMENT AS WELL A REVIEW OF ADDITIONAL INFORMATION PROVIDED ON THE APPLICATION. THE AWARD REDUCES THE FAMILIES' CONTRIBUTION TO TUITION AS WELL AS OTHER SCHOOL PROGRAMS. FAMILIES CAN ALSO APPLY FOR ADDITIONAL AID FOR ANCILLARY PROGRAMS AND SERVICES. EACH YEAR THE SCHOOL ACCEPTS SEVERAL APPLICANTS FROM PREP FOR PREP, AN ORGANIZATION THAT PREPARES AND SUPPORTS ECONOMICALLY DISADVANTAGED MINORITY STUDENTS SEEKING AN INDEPENDENT SCHOOL EDUCATION. THESE STUDENTS ARE GRANTED SUBSTANTIAL NEED-BASED FINANCIAL AID, WHICH REDUCES THE FAMILY'S CONTRIBUTION OFTEN TO LESS THAN $2,500 ANNUALLY.

Schedule I (Form 990) 2018

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1VINCENT TOMPKINS HEAD OF SCHOOL	(i) (ii)	529,071 ------------- 0	0 ------------- 0	58,440 ------------- 0	19,614 ------------- 0	177,178 ------------- 0	784,303 ------------- 0	0 ------------- 0
2JASON ASBURY ASSOCIATE HEAD OF SCHOOL	(i) (ii)	211,459 ------------- 0	11,500 ------------- 0	278 ------------- 0	32,684 ------------- 0	9,213 ------------- 0	265,134 ------------- 0	0 ------------- 0
3MELISSA KANTOR DEAN OF FACULTY	(i) (ii)	193,038 ------------- 0	30,000 ------------- 0	0 ------------- 0	13,595 ------------- 0	176,343 ------------- 0	412,976 ------------- 0	0 ------------- 0
4DAVID SMITH DIRECTOR OF DEVELOPMENT	(i) (ii)	215,140 ------------- 0	0 ------------- 0	278 ------------- 0	31,098 ------------- 0	9,410 ------------- 0	255,926 ------------- 0	0 ------------- 0
5ANTHONY B SMITH DIRECTOR OF FACILITIES	(i) (ii)	153,286 ------------- 0	0 ------------- 0	911 ------------- 0	9,848 ------------- 0	33,872 ------------- 0	197,917 ------------- 0	0 ------------- 0
6JOHN T MASON TEACHER	(i) (ii)	146,897 ------------- 0	0 ------------- 0	181 ------------- 0	8,505 ------------- 0	12,010 ------------- 0	167,593 ------------- 0	0 ------------- 0
7HENRY KANDEL TEACHER	(i) (ii)	145,783 ------------- 0	0 ------------- 0	180 ------------- 0	8,497 ------------- 0	127,656 ------------- 0	282,116 ------------- 0	0 ------------- 0
8NICHOLAS FIORI HEAD OF THE LOWER SCHOOL	(i) (ii)	144,687 ------------- 0	0 ------------- 0	130 ------------- 0	9,260 ------------- 0	115,001 ------------- 0	269,078 ------------- 0	0 ------------- 0
9CHLOE SMITH HEAD OF THE HIGH SCHOOL	(i) (ii)	143,356 ------------- 0	0 ------------- 0	110 ------------- 0	8,671 ------------- 0	66,420 ------------- 0	218,557 ------------- 0	0 ------------- 0
10MINDY SCHEFEN FORMER DIRECTOR OF FINANCE/CFO	(i) (ii)	129,319 ------------- 0	0 ------------- 0	17,570 ------------- 0	5,538 ------------- 0	6,045 ------------- 0	158,472 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	AS A CONDITION OF HIS EMPLOYMENT, IN ORDER TO FULFILL THE CONTRACTUAL OBLIGATIONS OF HIS EMPLOYMENT, VINCENT TOMPKINS IS PROVIDED WITH HOUSING BY THE ORGANIZATION. THE VALUE OF THE HOUSING PROVIDED IN CALENDAR YEAR 2018 WAS $115,850, WHICH IS REPORTED AS A NON-TAXABLE BENEFIT. MINDY N. SCHEFEN ALSO RECEIVED A TAXABLE HOUSING ALLOWANCE OF $12,500 FOR THE CALENDAR YEAR 2018. IN ADDITION, VINCENT TOMPKINS RECEIVED A GROSS-UP PAYMENT OF $34,197 IN HIS 2018 W-2.
PART I, LINE 7	THE FOLLOWING EMPLOYEES RECEIVED NON-FIXED PAYMENTS FROM THE ORGANIZATION: VINCENT TOMPKINS, MINDY N. SCHEFEN, MELISSA KANTOR AND JASON ASBURY. THE PAYMENTS MADE TO VINCENT TOMPKINS AND MINDY N. SCHEFEN WERE FOR TAXABLE FRINGE BENEFITS SUCH AS PARKING THAT WAS PAID BY THE ORGANIZATION, AND NOT INCLUDED IN THE EMPLOYEE'S CONTRACT NOR DETERMINED BY A FIXED AMOUNT. THE PAYMENTS MADE TO MELISSA KANTOR AND JASON ASBURY WERE DISCRETIONARY BONUSES BASED ON THEIR PERFORMANCE.
SCHEDULE J, PART II, COLUMN D:	VINCENT TOMPKINS, MELISSA KANTOR, HENRY KANDEL, NICHOLAS FIORI AND CHLOE SMITH RECEIVED TUITION REMISSION FROM THE ORGANIZATION FOR THEIR CHILDREN THAT ATTEND SAINT ANN'S SCHOOL, WHICH IS ALSO BEING REPORTED IN COLUMN D. IN CALENDAR YEAR 2018, VINCENT TOMPKINS RECEIVED $27,960, MELISSA KANTOR RECEIVED $143,840, HENRY KANDEL RECEIVED $95,280, NICHOLAS FIORI RECEIVED $81,900 AND CHLOE SMITH RECEIVED $40,930, IN FAMILY TUITION REMISSION.

Schedule J (Form 990) 2018

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
SAINT ANN'S SCHOOL

Employer identification number
11-2606681

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	BUILD NYC RESOURCE CORPORATION	44-4040561		09-10-2015	30,000,000	RENOVATION OF SCHOOL FACILITIES		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	594,418
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	30,000,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	50,000
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............	1,471,300
10 Capital expenditures from proceeds .............	30,000,000
11 Other spent proceeds .............
12 Other unspent proceeds .............
13 Year of substantial completion .............	2018
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue? ....		X
15 Were the bonds issued as part of an advance refunding issue? .....		X
16 Has the final allocation of proceeds been made? ..........		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2018

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X
b Exception to rebate? ........		X
c No rebate due? .........		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2018

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference	Explanation

Schedule K (Form 990) 2018

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Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance
(1)	53,700	FINANCIAL AID	TUITION ASSISTANCE

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2018

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DREW MCGHEE	SPOUSE OF PETER DAVIDSON, TRUSTEE	123,449	COMPENSATION		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTEREST PERSONS:	(A) NAME OF PERSON: DREW MCGHEE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF PETER DAVIDSON, TRUSTEE(D) DESCRIPTION OF TRANSACTION: DREW MCGHEE IS A TEACHER AT THE SCHOOL.

Schedule L (Form 990 or 990-EZ) 2018

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	12	749,891	AVG. SELLING PRICE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2018)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS.

Schedule M (Form 990) (2018)

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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

SAINT ANN'S SCHOOL

Employer identification number

11-2606681

Return Reference	Explanation
FORM 990, PAGE 1, PART I, LINE 1:	AT SAINT ANN'S SCHOOL WE EDUCATE CHILDREN IN ACADEMIC DISCIPLINES AND THE ARTS FROM PRESCHOOL THROUGH 12TH GRADE. THROUGH THE EFFORTS OF OVER 300 FACULTY AND STAFF, WE ENGAGE CURIOUS, SELF-MOTIVATED STUDENTS IN AN EDUCATIONAL JOURNEY, INSTILLING A LOVE OF LEARNING THAT REMAINS WITH THEM THROUGHOUT THEIR LIVES.
FORM 990, PAGE 2, PART III, LINE 1:	SAINT ANN'S SCHOOL IS AN INDEPENDENT, NON-SECTARIAN DAY SCHOOL OFFERING INSTRUCTION TO APPROXIMATELY 1,100 STUDENTS IN PRESCHOOL THROUGH 12TH GRADE. WE BELIEVE EDUCATION IS A RICH AND SUBTLE EXPLORATION AND QUESTIONING OF THE WORLD, NOT A MEANS TO AN END. SINCE 1965 SAINT ANN'S SCHOOL HAS BROUGHT TOGETHER GIFTED CHILDREN AND PASSIONATE TEACHERS IN A FIERCE PURSUIT OF KNOWLEDGE, SKILL AND ARTISTRY. WE CULTIVATE A JOY FOR LEARNING THROUGH A DEEP AND RIGOROUS CURRICULUM, IN WHICH THE ARTS ARE AN ESSENTIAL PRESENCE. SO THAT EVERY CHILD WILL FLOURISH, WE ESCHEW GRADES AND RANKINGS IN FAVOR OF ONGOING DIALOGUE AND TEACHER REPORTS. AT SAINT ANN'S WE OFFER OUR DREAMS TO THOSE WHO WILL SHARE THEIRS WITH US. SAINT ANN'S EDUCATION IMPARTS THE BEST OF HUMAN TRADITIONS AND DISCOVERIES WHILE NURTURING INTELLECTUAL ADVENTURE. WE SEEK TO INCULCATE CERTAIN HABITS OF MIND THAT BEGIN FUNDAMENTALLY WITH A LOVE OF LEARNING FOR ITS OWN SAKE, AND FROM THAT CREATE A TRAJECTORY THAT EQUIPS EACH STUDENT WITH THE CAPACITY AND CONFIDENCE TO MAKE INFORMED JUDGMENTS ABOUT HIS OR HER COURSE OF STUDY. THE CURRICULUM IS, THEREFORE, DYNAMIC AND FLEXIBLE, EVEN AS IT REFLECTS OUR PERSISTENT IDEALS AS A COMMUNITY OF LEARNERS. OUR STUDENTS ARE GIVEN GREAT FREEDOM - CERTAINLY TO ACHIEVE, ALSO TO TRUST THEMSELVES AND TO FIND DEEP SATISFACTION IN LEARNING FOR ITS OWN SAKE. IN ANECDOTAL REPORTS, THE CLASSROOM, AT SPORTS EVENTS, OR ON STAGE, WE HOLD CENTRAL THE CELEBRATION OF OUR STUDENTS. TEACHERS AT SAINT ANN'S ARE CHOSEN FOR THEIR STRONG INTELLECTUAL AND ARTISTIC INTERESTS AND THEIR COMMITMENT TO THE EDUCATION OF OUR CHILDREN. FACULTY ARE GIVEN THE OPPORTUNITY TO COMMUNICATE THEIR ENTHUSIASM, TO USE WHATEVER THEY FIND PRACTICAL IN AN EFFORT TO DRAW OUT THE MOST AUTHENTIC AND EXCEPTIONAL WORK FROM THEIR STUDENTS. OUR TEACHERS' LEADERSHIP IN THE CLASSROOM AND OUT ARISES FROM THEIR INTELLECT, ACCOMPLISHMENT, AND PROFOUND SENSE OF HUMANITY. OUR CURRICULUM IS A REALM OF POSSIBILITIES WHERE WE MEET OUR STUDENTS. IT IS A SUBSTANTIVE AND DYNAMIC MEANS TO ENGAGE EVERY CHILD. IT IS FLEXIBLE AND RESPONSIVE, SO THAT WHENEVER FEASIBLE, OUR STUDENTS UNDERTAKE ACCELERATED OR SPECIALIZED WORK IN SUBJECT AREAS RANGING FROM MUSIC TO CALCULUS TO CHINESE, BASED UPON TALENTS AND INTERESTS RATHER THAN AGE OR GRADE. WE ARE A GENUINE COMMUNITY, OPERATING SEVEN DAYS A WEEK, CONSTANTLY REINVENTED AS OUR MEMBERS MOVE FROM ROLE TO ROLE, SUSTAINED BY A COMMITMENT TO EACH OTHER AND TO THE ONGOING SYMPOSIUM THAT IS OUR SCHOOL. THE GROWTH AND SUCCESS OF SAINT ANN'S OWE MUCH TO THE FAITHFULNESS WITH WHICH WE ADHERE TO OUR EDUCATIONAL PHILOSOPHY: THAT EDUCATION IS, IN THE LAST ANALYSIS, A CELEBRATION OF LIFE AND THAT LIFE IS WONDROUS, EPHEMERAL, AND FOR THOSE REASONS, SACRED.
FORM 990, PART VI, SECTION B, LINE 11B	THE DIRECTOR OF FINANCE AS WELL AS THE CONTROLLER AND OTHER SCHOOL ADMINISTRATORS ARE RESPONSIBLE FOR THE PREPARATION AND SUBMISSION OF THE DRAFT FORM 990. THIS FIRST DRAFT IS EMAILED TO A TEAM CONSISTING OF THE HEAD OF SCHOOL, THE AUDITORS, THE PRESIDENT OF THE BOARD, THE CHAIR OF THE AUDIT COMMITTEE, AND THE TREASURER FOR REVIEW AND COMMENT. THE DIRECTOR OF FINANCE COORDINATES THE FLOW OF INFORMATION BETWEEN THE SCHOOL AND ITS AUDITORS. THE AUDITORS RESPOND WITH AN OPEN ITEMS LIST FOR THE SCHOOL'S ADMINISTRATION TO ADDRESS. THE SCHOOL ADDRESSES THE OPEN ITEMS AND THE NEXT DRAFT IS SENT TO THE AUDITORS, PRESIDENT OF THE BOARD, MEMBERS OF THE AUDIT COMMITTEE AND THE TREASURER. ONCE ALL OF THE AUDITORS' OPEN ITEMS AND ANY ISSUES RAISED BY SCHOOL OFFICIALS HAVE BEEN ADDRESSED, THE DRAFT IS RETURNED TO THE AUDITORS FOR REVIEW BY THEIR EXEMPT ORGANIZATION TAX AND ADVISORY SERVICES GROUP. THIS GROUP IN TURN GENERATES A LIST OF OPEN ITEMS THAT THE SCHOOL'S ADMINISTRATION RESPONDS TO. ONCE THIS FINAL DRAFT IS COMPLETE, THE AUDITORS PRESENT IT TO A MEETING OF THE FULL AUDIT COMMITTEE. A REDACTED DRAFT OF THE 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES FOR REVIEW AND DISCUSSION PRIOR TO FILING. THE DIRECTOR OF FINANCE OR THE HEAD OF SCHOOL RECEIVES AUTHORITY FROM THE AUDIT COMMITTEE ACTING ON THE AUTHORITY ASSIGNED TO THEM BY THE BOARD OF TRUSTEES TO SUBMIT THE FORM 990. A FULL COPY IS MADE AVAILABLE TO THE BOARD UPON COMPLETION OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY APPLIES AS FOLLOWS: ANY TRUSTEE, OFFICER, MEMBER OF THE CORE ADMINISTRATION, OR MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE GOVERNING BOARD, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BY THE SCHOOL'S CONFLICT OF INTEREST POLICY, IS AN INTERESTED PERSON. IF A PERSON IS AN INTERESTED PERSON WITH RESPECT TO ANY AFFILIATE OF THE ORGANIZATION, HE OR SHE IS AN INTERESTED PERSON WITH RESPECT TO ALL AFFILIATES. DUTY TO DISCLOSE: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH POWERS DELEGATED BY THE GOVERNING BOARD, OR TO OTHERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE SCHOOL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. ANNUAL STATEMENTS EACH TRUSTEE, OFFICER AND MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE GOVERNING BOARD, AS WELL AS MEMBER OF ADMINISTRATION (AS APPLICABLE) SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: - HAS RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY; - HAS READ AND UNDERSTANDS THE POLICY - HAS AGREED TO COMPLY WITH THE POLICY, AND - UNDERSTANDS THE SCHOOL IS CHARITABLE AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. PERIODIC REVIEWS TO ENSURE THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. SUCH PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: - WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING; AND - WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE SCHOOL'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INURNMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS-BENEFIT TRANSACTION. TRUSTEES' ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR OF THE AUDIT AND RISK COMMITTEE TO DETERMINE IF A CONFLICT EXISTS AND IF SO, HOW IT IS TO BE MANAGED. TRUSTEES ARE REQUIRED TO RECUSE THEMSELVES FROM ANY DECISION AS TO WHICH THEY HAVE A CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	THE HEAD OF SCHOOL'S COMPENSATION IS DECIDED ACCORDING TO TERMS SPECIFIED IN HIS CONTRACT. THE FULL BOARD (INDEPENDENT DIRECTORS) USING ITS INDEPENDENT RESEARCH APPROVES THE COMPENSATION OF THE HEAD OF SCHOOL. THE HEAD OF SCHOOL SETS ALL OTHER COMPENSATION, INCLUDING SALARIES OF EVERY EMPLOYEE, SUBJECT TO THE REVIEW AND APPROVAL OF THE FINANCE COMMITTEE AND THE PRESIDENT OF THE BOARD WHEN THE ANNUAL BUDGET IS FIXED. THE HEAD OF SCHOOL, THE PRESIDENT OF THE BOARD, TREASURER AND SENIOR ADMINISTRATORS RECEIVE NYSAIS AND PEER SCHOOLS SURVEY DATA REGARDING SALARIES. THE HEAD OF SCHOOL USES THESE DATA WHEN SETTING SALARY LEVELS. THE COMPENSATION PROCESS OCCURS ANNUALLY. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN MAY 2018.
FORM 990, PART VI, SECTION C, LINE 19	THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST OR FOR INSPECTION AT THE SCHOOL'S FINANCE OFFICE. THE SCHOOL'S WHISTLEBLOWER POLICY IS PUBLISHED IN THE FACULTY HANDBOOK ANNUALLY. IT ALSO MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG AND SIMILAR WEBSITES.
FORM 990, PART XI, LINE 9:	WRITE-OFF OF UNCOLLECTIBLE PLEDGES -1,505,393.
FORM 990, PART XII, LINE 2C:	THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS AS WELL AS THE AUDIT COMMITTEE, DIRECTOR OF FINANCE, AND THE CONTROLLER OF SAINT ANN'S SCHOOL ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SIGNIFICANTLY FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	623
6	Total number of volunteers (estimate if necessary) .............	6	35
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	7,159,357	5,271,265
9	Program service revenue (Part VIII, line 2g) .........	49,343,000	52,605,328
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,228,056	1,390,628
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	264,896	117,524
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	57,995,309	59,384,745
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	11,333,175	12,285,290
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	33,554,403	34,369,406
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,134,304
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	10,460,071	11,280,929
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	55,347,649	57,935,625
19	Revenue less expenses. Subtract line 18 from line 12.......	2,647,660	1,449,120
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	147,689,202	142,008,440
21	Total liabilities (Part X, line 26).............	57,482,268	51,625,771
22	Net assets or fund balances. Subtract line 21 from line 20.....	90,206,934	90,382,669

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 46,450,923 including grants of $ 12,080,280 ) (Revenue $ 51,454,892 )
	SEE SCHEDULE O FOR INSTRUCTIONAL AND EDUCATIONAL PROGRAMSTHROUGH OUR ADMINISTRATION, FACULTY, AND STUDENT SUPPORT STAFF, WE ACCOMPLISH THE GOALS AS STATED IN THE SCHOOL'S MISSION STATEMENT AND STATEMENT OF PURPOSES AND OBJECTIVES. THIS INCLUDES: SALARY AND BENEFITS FOR FACULTY AND DIRECT COSTS ASSOCIATED WITH EDUCATIONAL PROGRAMS. SCHOLARSHIPS AND OTHER ASSISTANCE:FOR FISCAL YEAR 2019 WE BUDGETED APPROXIMATELY $7.6 MILLION FOR SCHOLARSHIPS. THE SCHOOL GRANTS 24% OF ITS STUDENT BODY SCHOLARSHIP AID ALLOWING THE SCHOOL TO MEET ITS OBJECTIVE OF MAINTAINING A DIVERSE STUDENT POPULATION.

4b	(Code: ) (Expenses $ 1,535,083 including grants of $ 205,010 ) (Revenue $ 1,150,436 )
	SEE SCHEDULE O FOR AUXILIARY PROGRAMSAUXILIARY PROGRAMS, SUCH AS TRIPS, FOOD SERVICES, MODEL CONGRESS, MAGAZINES, STUDENT PUBLICATIONS, AND STUDENT-GENERATED ENDEAVORS RANGING FROM THE ARTISTIC AND SCIENTIFIC TO RECREATIONAL ARTS, MAKE A SUBSTANTIAL CONTRIBUTION TO THE CULTURE OF THE SCHOOL AND ITS SUCCESS IN ACHIEVING ITS STATED MISSION.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses47,986,006

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,215,801	0	887,557

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	104,137

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,167,128

g	Noncash contributions included in lines 1a - 1f:$ 749,891
h Total. Add lines 1a-1f.......		5,271,265

		Business Code
2a	TUITION INCOME	611600	49,735,183	49,735,183
b	AUXILLARY PROGRAMS	611600	1,150,436	1,150,436
c	MANDATED SERVICE INCOME	611600	1,000,722	1,000,722
d	SUMMER SCHOOL INCOME	611600	436,795	436,795
e	AFTER SCHOOL INCOME	611600	282,192	282,192
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		52,605,328

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,044,254			1,044,254
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		1,500
b	Less: rental expenses		0
c	Rental income or (loss)		1,500
d	Net rental income or (loss)......			1,500			1,500
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		13,819,370
b	Less: cost or other basis and sales expenses		13,472,996
c	Gain or (loss)		346,374
d	Net gain or (loss).....			346,374			346,374
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	INSURANCE DIVIDENDS		900099	98,571			98,571
b	REIMBURSEMENTS		900099	12,605			12,605
c	MISCELLANEOUS		900099	4,521			4,521
d	All other revenue ....			327			327
e	Total. Add lines 11a–11d ......			116,024
12	Total revenue. See Instructions......			59,384,745	52,605,328	0	1,508,152

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	5,000	5,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22	12,280,290	12,280,290
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	1,681,330	356,946	833,580	490,804
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	123,449	123,449
7	Other salaries and wages	25,758,704	20,864,550	4,618,659	275,495
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,142,385	913,314	220,505	8,566
9	Other employee benefits .......	3,476,136	2,808,295	657,907	9,934
10	Payroll taxes ...........	2,187,402	1,771,796	392,211	23,395
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	162,365		162,365
c	Accounting ...........	73,650		73,650
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	806,467	307,087	426,742	72,638
12	Advertising and promotion ....
13	Office expenses .......	753,306	441,231	225,115	86,960
14	Information technology ......	235,487	152,323	78,569	4,595
15	Royalties ..
16	Occupancy ...........	966,520	781,222	141,008	44,290
17	Travel ............	257,847	249,906	7,319	622
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........	1,019,717	950,366	69,351
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	4,367,394	3,745,289	549,541	72,564
23	Insurance ...	313,782	219,369	93,791	622
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	UBIT EXPENSE	37,400		37,400
b	REPAIRS AND MAINTENANCE	735,879	649,166	83,345	3,368
c	FOOD	585,481	543,181	35,447	6,853
d	STUDENT ACT & AUX SVCS	484,504	342,096	108,810	33,598
e	All other expenses	481,130	481,130
25	Total functional expenses. Add lines 1 through 24e	57,935,625	47,986,006	8,815,315	1,134,304
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			15,344,929	1	11,958,677
2	Savings and temporary cash investments .........			15,955,094	2	26,960,617
3	Pledges and grants receivable, net ......			11,603,349	3	10,161,816
4	Accounts receivable, net .............			389,657	4	162,746
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			768,191	9	947,690
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	100,295,719
b	Less: accumulated depreciation	10b	30,005,366	72,417,967	10c	70,290,353
11	Investments—publicly traded securities .			31,210,015	11	21,526,541
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)...			147,689,202	16	142,008,440

17	Accounts payable and accrued expenses .....	8,988,953	17	4,303,856
18	Grants payable ...		18
19	Deferred revenue .........	19,255,395	19	18,638,273
20	Tax-exempt bond liabilities .........	29,237,920	20	28,683,642
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	57,482,268	26	51,625,771

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	58,380,590	27	59,389,077
28	Temporarily restricted net assets ...........	23,096,350	28	21,047,122
29	Permanently restricted net assets	8,729,994	29	9,946,470
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	90,206,934	33	90,382,669
34	Total liabilities and net assets/fund balances ........	147,689,202	34	142,008,440