2024-05-14T14:56:44-05:00 2023-06-30 570735924 ROBINSON GRANT & CO PA POST OFFICE BOX 1406 BEAUFORT SC 29901 990 2022-07-01 570474292 THE BEAUFORT ACADEMY INC BEAU 8435243393 240 SAMS POINT ROAD BEAUFORT SC 29907 KATIE HUEBEL PRESIDENT 8435243393 2024-05-10 1 KATIE HUEBEL 999009999 0 KENDALL F ERICKSON CPA P00287081 8435243003 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK MITCHELL 240 SAMS POINT ROAD BEAUFORT SC 29907 5013582 0 X WWW.BEAUFORTACADEMY.ORG X 1965 SC THE ACADEMY IS A PRIVATE COEDUCATIONAL INDEPENDENT COLLEGE PREPARATORY SCHOOL WITH PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 12 12 110 40 0 0 141117 283996 4505781 4414095 -129 14501 576718 268064 5223487 4980656 1477299 1112689 0 0 2679935 2541207 0 0 0 1064209 1286901 5221443 4940797 2044 39859 4395636 4488843 3381141 3434489 1014495 1054354 THE ACADEMY IS A PRIVATE COEDUCATIONAL INDEPENDENT COLLEGE PREPARATORY SCHOOL WITH PRE-KINDERGARTEN THROUGH TWELFTH GRADE. 0 0 3879521 1112689 4624042 EDUCATIONAL INSTITUTION PROVIDING EDUCATIONAL SERVICE TO GENERALPUBLIC FOR A FEE, GRADES K-2 THROUGH 12 (APPROX. 336 STUDENTS)INCLUDING MUSIC, ART, ATHLETICS & COMPUTERS. 3879521 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 SC X TRACY CAMPBELL DOLIN CFO 8435243393 240 SAMS POINT ROAD BEAUFORT SC 29902 ANNE LAMM SECRETARY 2.00 X X 0 0 0 HOPE FREEMAN TRUSTEE 2.00 X 0 0 0 F TERRY KREN TREASURER 2.00 X X 0 0 0 MARY LOHR VICE-PRESIDENT 2.00 X X 0 0 0 KATIE HUEBEL PRESIDENT 2.00 X X 0 0 0 SALLY DENNIS TRUSTEE 2.00 X 0 0 0 PATRICK MITCHELL TRUSTEE 2.00 X 0 0 0 WILL VAIGNEUR TRUSTEE 2.00 X 0 0 0 GARY VAN GYSEL TRUSTEE 2.00 X 0 0 0 WARREN RICHARDS TRUSTEE 2.00 X 0 0 0 DAVID WILLINGHAM TRUSTEE 2.00 X 0 0 0 JEFF WEBER TRUSTEE 2.00 X 0 0 0 DAN DURBIN HEAD OF SCHOOL 40.00 X 65705 0 0 CAROL ANN RICHARDS HEAD OF SCHOOL 40.00 X 67804 0 0 133509 0 0 0 0 0 0 0 142612 141384 283996 TUITION & FEES 611110 4097218 4097218 AUXILARY PROGRAMS 611110 165839 165839 CAPITAL ASSESSMENT FEE 611110 130391 130391 STUDENT ACTIVITIES 611110 20647 20647 4414095 14501 14501 2360 0 2360 2360 2360 91043 32926 58117 58117 FOOD SERVICE 611110 183822 183822 UNREALIZED GAIN 611110 20608 20608 OTHER 611110 3157 3157 207587 4980656 4624042 0 72618 1112689 1112689 133509 133509 1690343 1317262 373081 587568 440676 146892 129787 97340 32447 21160 21160 1651 1651 35421 35421 69360 62424 6936 89526 80573 8953 136962 123266 13696 120822 108740 12082 ACADEMIC PROGRAMS 332655 332655 ADMIN & GENERAL 275448 275448 AUXILARY PROGRAMS 143288 143288 STUDENT ACTIVITIES 60608 60608 4940797 3879521 1061276 0 246916 330695 25668 287487 -3226 -8139 742548 543663 15173 15173 25775 33375 6481406 3719366 2899002 2762040 965 1049 309221 349792 7320 7320 126274 166388 4395636 4488843 54906 171942 1508200 1654047 678167 300000 1101995 1259338 37873 49162 3381141 3434489 X 705274 704562 309221 349792 1014495 1054354 4395636 4488843 39859 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 309221 40571 349792 374416 -65195 309221 277671 96745 374416 653607 24984 400920 277671 609387 44220 653607 1.00000 0 0 46830 46830 3942514 1924481 2018033 882196 821787 60409 1609866 973098 636768 2762040 STAR FUND FMV 140153 F TOTAL STOCK MKT IDX ADM FMV 209639 F 349792 SCHOLARSHIP PAYABLE 49162 49162 PART V, LINE 4: A PORTION OF THE EARNINGS FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT FINANCIAL ASSISTANCE FOR STUDENTS, AS WELL AS EDUCATIONAL TRAVEL FOR FACULTY AND STUDENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 PIG OUT INCOME 78074 78074 32867 BRICK CAMPAIGN 3431 3431 1 9538 9538 59 91043 91043 32926 32926 58117 1 FINANCIAL AID 138 PART I, LINE 2: ALL GRANTS ARE ONE-TIME PAYMENTS TO ASSIST THE RECIPIENT IN FURTHERING THEIR EDUCATION. PAYMENTS ARE APPLIED DIRECTLY TO THE STUDENT'S IN-HOUSE ACCOUNT, OR PAID BY CHECK FROM BEAUFORT ACADEMY DIRECTLY TO THE EDUCATIONAL INSTITUTION OR PROGRAM. CECIL MITCHELL BOARD TRUSTEE TO ASSIST WITH REFINANCE CLOSING X 140000 0 0 1 0 JEFF HIERS BOARD TRUSTEE TO ASSIST WITH REFINANCE CLOSING X 140000 0 0 1 0 CHILTON SIMMONS BOARD TRUSTEE TO ASSIST WITH REFINANCE CLOSING X 150000 0 0 1 0 GARY VAN GYSEL SCHOOL SUPPORTER TO ASSIST WITH REFINANCE CLOSING X 100000 100000 0 1 0 WILLIAM KEYSERLING SCHOOL SUPPORTER FOR OPERATING PURPOSES X 200000 200000 0 1 0 PHILLIP LYNN BOARD TRUSTEE FOR OPERATING PURPOSES X 80000 0 0 1 1 J SCOTT HUEBEL SR SCHOOL SUPPORTER FOR OPERATING PURPOSES X 80000 0 0 1 1 JEFF HIERS BOARD TRUSTEE FOR OPERATING PURPOSES X 80000 0 0 1 1 EUGENE GRACE SCHOOL SUPPORTER FOR OPERATING PURPOSES X 80000 0 0 1 1 CECIL MITCHELL BOARD TRUSTEE FOR OPERATING PURPOSES X 80000 0 0 1 1 300000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 (INCLUDING REQUIRED SCHEDULES) WAS REVIEWED BY THE FINANCE DIRECTOR OF THE ACADEMY AND ANY CHANGES AND/OR CORRECTIONS WERE MADE BY THE CPA PREPARING IT BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REQUIRED TO SIGN THE ACADEMY'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS AND HEAD OF SCHOOL SET GOALS AND OBJECTIVES AT THE BEGINNING OF THE SCHOOL YEAR. AT THE END OF THE CONTRACT YEAR FOR THE HEAD OF SCHOOL, THEY MEET AGAIN AND EVALUATE HOW WELL THE GOALS WERE MET AND ADJUST COMPENSATION FOR THE HEAD OF SCHOOL ACCORDINGLY, GIVEN THE AVAILABLE RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION AND GOVERNING DOCUMENTS ARE AVAILABLE AT THE SCHOOL UPON REQUEST. FORM 990, PART X, LINE 12, INVESTMENTS - OTHER SECURITIES VANGUARD - STAR FUND - FMV 132,937 VANGUARD - TOTAL STOCK MKT IDX ADM - FMV 176,284 _________ TOTAL 309,221