Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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 on 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
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| Return Reference | Explanation |
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| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION MAINTAINS A WEBSITE IN WHICH IT DESCRIBES ITS MISSION, HISTORY, APPLICATION PROCESS, AND QUALIFICATIONS FOR ADMISSION INCLUDING ITS ADMISSION POLICIES AND NONDISCRIMINATION POLICIES. SAINT ANDREW'S SCHOOL DOES NOT AND SHALL NOT DISCRIMINATE ON THE BASIS OF AGE, GENDER, RACE, RELIGION, COLOR, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, NATIONAL ORIGIN, ANCESTRY, CITIZENSHIP STATUS, MARITAL OR FAMILIAL STATUS, PREGNANCY, DISABILITY/HANDICAP, GENETIC INFORMATION, MILITARY STATUS, OR ANY OTHER PROTECTED STATUS IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAM, ADMISSION, FINANCIAL AID, ATHLETIC, OR SCHOOL POLICIES. IT STRICTLY ADHERES TO ALL APPLICABLE LOCAL, STATE, AND FEDERAL LAWS. ALL STUDENTS ARE AFFORDED EQUAL RIGHTS AND PRIVILEGES, AND ACCESS TO PROGRAMS AND ACTIVITIES AVAILABLE TO SAINT ANDREW'S SCHOOL STUDENTS. |
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| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION LANGUAGE INCLUDED TO CLARIFY NAME, PURPOSE, AND OFFICE LOCATIONS. THE ORGANIZATION MADE CHANGES TO ITS BYLAWS DURING THE YEAR, TO INCLUDE THE FOLLOWING: -"BOARD OF TRUSTEES AND "RESIGNATION" SECTIONS UPDATED. -"EXECUTIVE COMMITTEE" SECTION UPDATED: IF REQUESTED BY THE CHAIR, THE IMMEDIATE PAST CHAIR OF THE BOARD SHALL ALSO BE A MEMBER OF THE EXECUTIVE COMMITTEE DURING THE YEAR FOLLOWING COMPLETION OF HIS OR HER TERM AS CHAIR. -"COMMITTEE GOVERNANCE" SECTION ADDED. -"INDEMNIFICATION OF TRUSTEES AND OFFICERS" SECTION UPDATED. -"CONFLICT OF INTEREST" SECTION ADDED: THE TRUSTEES SHALL CONDUCT THEIR BUSINESS IN A MANNER THAT ENSURES TRUSTEES' BUSINESS JUDGMENT AND DECISION MAKING IS NOT INFLUENCED BY UNDUE PERSONAL INTERESTS AND IN COMPLIANCE WITH APPLICABLE CONFLICT OF INTEREST LAWS AND REGULATIONS. TO THAT END, THE TRUSTEES SHALL ADOPT AND FOLLOW A COMPREHENSIVE CONFLICT OF INTEREST POLICY. -"NON DISCRIMINATION" SECTION ADDED: THE CORPORATION SHALL NOT DISCRIMINATE AGAINST ANY PERSON IN ANY MANNER ON THE BASIS OF AGE, SEX, GENDER IDENTITY, SEXUAL ORIENTATION, RACE, COLOR, MARITAL STATUS, FAMILIAL STATUS, DISABILITY, RELIGION, OR NATIONAL ORIGIN. -"DISSOLUTION" SECTION ADDED: UPON DISSOLUTION OF THE CORPORATION, THE BOARD OF TRUSTEES SHALL, AFTER PAYING OR MAKING PROVISIONS FOR THE PAYMENT OF ALL LIABILITIES OF THE CORPORATION, DISPOSE OF ALL ASSETS OF THE CORPORATION, EXCLUSIVELY FOR THE PURPOSES OF THE CORPORATION TO AN ORGANIZATION OR ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES AS SHALL AT ANY TIME QUALIFY AS AN EXEMPT ORGANIZATION OR ORGANIZATIONS UNDER CODE SECTION 501(C)(3) AS THE BOARD OF TRUSTEES WILL DETERMINE. ANY SUCH ASSETS NOT DISPOSED OF SHALL BE DISPOSED OF BY A COURT OF COMPETENT JURISDICTION OF THE COUNTY IN WHICH THE PRINCIPAL OFFICE OF THE ORGANIZATION IS THEN LOCATED, EXCLUSIVELY FOR SUCH PURPOSES OR TO SUCH ORGANIZATION OR ORGANIZATIONS, AS SAID COURT SHALL DETERMINE, WHICH ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR SUCH PURPOSES. -"STANDING COMMITTEE AND "VACANCIES" SECTIONS REMOVED. |
| FORM 990, PART VI, SECTION A, LINE 7A | CERTAIN DESIGNEES OF THE DIOCESE OF SOUTHEAST FLORIDA AND THE ALUMNI ASSOCIATION SERVE AS MEMBERS OF THE BOARD OF TRUSTEES OF SAINT ANDREW'S SCHOOL AND HAVE THE SAME AUTHORITY AS OTHER ELECTED MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DESIGNEES OF THE DIOCESE OF SOUTHEAST FLORIDA AND THE ALUMNI ASSOCIATION SERVE AS MEMBERS OF THE BOARD OF TRUSTEES OF SAINT ANDREW'S SCHOOL AND HAVE THE SAME AUTHORITY AS OTHER ELECTED MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ALL VOTING BOARD MEMBERS ARE PROVIDED A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE SCHOOL'S AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH REQUIRES THE BOARD OF TRUSTEES, OFFICERS AND MANAGERS TO REVIEW ANNUALLY THE REQUIREMENTS FOR THIS POLICY. THE BOARD, OFFICERS AND MANAGERS ACKNOWLEDGE ANNUALLY IN WRITING THEIR COMMITMENT TO FOLLOWING THIS POLICY DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, OR IF APPEALED BY THE FULL BOARD OF TRUSTEES. TRUSTEES, OFFICERS AND MANAGERS FOUND TO HAVE A CONFLICT OF INTEREST ARE PROHIBITED FROM DELIBERATIONS OR DECISIONS ON THE TRANSACTION DISCLOSURE OR ACKNOWLEDGEMENT OF A CONFLICT OF INTEREST IS NOTED IN THE MINUTES OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS OUTLINED IN A MULTI-YEAR CONTRACT APPROVED BY THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD OF TRUSTEES MAKES A RECOMMENDATION TO THE EXECUTIVE AND GOVERNANCE COMMITTEES USING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN SIMILAR HEAD OF SCHOOL POSITIONS IN SIMILARLY SITUATED INDEPENDENT SCHOOLS. THE EXECUTIVE AND GOVERNANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. THIS PROCESS WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON UNAMORTIZED DEBT ISSUANCE COSTS -208,713. |
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| Software Version: |