2024-05-14T15:40:16-05:00 2023-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2022-07-01 810803916 THE PEABODY SCHOOL FOUNDATION PEAB 4342966901 1232 STONEY RIDGE ROAD CHARLOTTESVILLE VA 22902 BRETT JONES CHAIR 4342966901 2024-05-14 1 BRETT JONES XXX-XX-XXXX 0 TRAVIS W SIMPSON P00481332 4342962156 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRETT JONES 1232 STONEY RIDGE ROAD CHARLOTTESVILLE VA 22902 16819 0 X N/A X 2015 VA TO SUPPORT THE EDUCATIONAL MISSION OF THE PEABODY SCHOOL AND ITS CORE PRINCIPLES. 12 12 0 13 0 0 49508 0 0 0 9808 16819 0 0 59316 16819 70000 78775 0 0 0 0 0 0 0 120 5810 70120 84585 -10804 -67766 929688 895936 70000 0 859688 895936 X THE FOUNDATION SHALL SUPPORT THE EDUCATIONAL MISSION OF THE PEABODY SCHOOL AND ITS CORE PRINCIPLES, QUALITY EDUCATION, INCLUSIVE COMMUNITY AND RESPECT FOR ALL PERSONS. SPECIFICALLY, THE FOUNDATION SHALL RECEIVE, MANAGE AND INVEST CONTRIBUTIONS, GIFTS AND BEQUESTS EXCLUSIVELY FOR THE BENEFIT OF THE SCHOOL AND IN SUPPORT OF ITS CHARITABLE AND EDUCATIONAL PURPOSES AS PRIORITIZED BY THE SCHOOL'S BOARD OF DIRECTORS. 0 0 78775 78775 PROVIDE FINANCIAL SUPPORT FOR THE EDUCATIONAL MISSION OF THE PEABODY SCHOOL. 78775 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 1 1 1 1 0 0 0 0 X THE ORGANIZATION 4342966901 1232 STONEY RIDGE ROAD CHARLOTTESVILLE VA 22902 X BRETT JONES CHAIR 0.50 2.00 X X 0 0 0 CHRISTINE BARTH TREASURER 0.50 2.00 X X 0 0 0 GREG FRANK SECRETARY 0.50 2.00 X X 0 0 0 NATASHA LAWLER DIRECTOR 0.50 2.00 X 0 0 0 KELLI PALMER DIRECTOR 0.50 2.00 X 0 0 0 KIMBERLY ROBINSON DIRECTOR 0.50 2.00 X 0 0 0 SUSAN BLANK DIRECTOR 0.50 2.00 X 0 0 0 ERIC BUNDONIS DIRECTOR 0.50 2.00 X 0 0 0 MARAN GARLAND DIRECTOR 0.50 2.00 X 0 0 0 MARIE BOURGEOIS DIRECTOR 0.50 2.00 X 0 0 0 GARY FOX DIRECTOR 0.50 2.00 X 0 0 0 EMILY HARPSTER DIRECTOR 0.50 2.00 X 0 0 0 0 0 0 0 0 0 0 0 16819 16819 16819 0 0 16819 78775 78775 5810 5810 84585 78775 5810 0 1686 1631 928002 894305 929688 895936 70000 0 70000 0 X 810180 895936 49508 0 859688 895936 929688 895936 -67766 104014 0 X X 0 1 X 1 0 X X 1 THE PEABODY SCHOOL 541652357 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 928002 120803 154500 894305 950067 49508 -71573 928002 752402 197665 950067 739646 26807 14051 752402 715167 13446 739676 1.00000 0 0 0 X PART V, LINE 4: THE ENDOWMENT FUND IS HELD AND ADMINISTERED BY THE FOUNDATION TO EXCLUSIVELY SUPPORT THE MISSION OF THE PEABODY SCHOOL. DISTRIBUTIONS FROM THE ENDOWMENT ARE USED TO SUPPORT THE NEEDS OF THE SCHOOL AS PRIORTIZED BY THE SCHOOL'S BOARD OF DIRECTORS. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE FOUNDATION. 1 THE PEABODY SCHOOL 1232 STONEY RIDGE ROAD CHARLOTTESVILLE VA 22902 541652357 78775 0 FINANCIAL AID ASSISTANCE 1 0 PART I, LINE 2: THE BOARD OF THE FOUNDATION INCLUDES MEMBERS OF THE BOARD OF THE GRANTEE, WHICH ALLOWS OVERSIGHT OF THE USE OF THE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY AT LEAST ONE MEMBER OF THE BOARD OF DIRECTORS BEFORE SUBMITTING TO AN OFFICER FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C NO TRUSTEE OR OFFFICER SHALL VOTE ON ANY MATTER OF CONSIDERATION AT ANY MEETING OF THE BOARD OF TRUSTEES IN WHICH SUCH TRUSTEE HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETINGS SHALL REFLECT THAT THE DISCLOSURE WAS MADE AND THAT THE TRUSTEE HAVING THE CONFLICT ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 PART VI, SECTION B, LINES 15A AND 15B ARE MARKED "NO" BECAUSE THIS QUESTION IS NOT APPLICABLE TO THE FOUNDATION FOR THE CURRENT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 AND FORM 990 CAN BE DISTRIBUTED TO THE PUBLIC UPON REQUEST. HOWEVER, ALL REQUESTS ARE SUBJECT TO THE APPROVAL OF THE BOARD CHAIR AND THE FOUNDATION'S CONSIDERATION OF THE INTENDED USE OF THE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS CAN BE DISTRIBUTED TO THE PUBLIC UPON REQUEST. HOWEVER, ALL REQUESTS ARE SUBJECT TO THE APPROVAL OF THE BOARD CHAIR AND THE FOUNDATION'S CONSIDERATION OF THE INTENDED USE OF THE DOCUMENTS. FORM 990, PART XII, LINE 2C THE FOUNDATION'S AUDIT COMMITTEE ASSUMES RESPONSBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION AND RETENTION OF INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE PEABODY SCHOOL 1232 STONY RIDGE ROAD CHARLOTTESVILLE VA 22902 541652357 SCHOOL VA 501(C)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE PEABODY SCHOOL B 78775 FAIR VALUE