2024-05-15T12:21:57-05:00 2023-06-30 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2022-07-01 570314364 ASHLEY HALL FOUNDATION ASHL 8437224088 172 RUTLEDGE AVE CHARLESTON SC 29403 PALMER BALL INTERIM CFO 8642668175 2024-05-15 1 PALMER BALL 999009999 1 JANICE A RATICA P00358837 7043338881 2024-05-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z PALMER BALL 172 RUTLEDGE AVE CHARLESTON SC 29403 27961534 0 X WWW.ASHLEYHALL.ORG X 1949 SC A PRIVATE SCHOOL FOR GIRLS FOR STUDENTS IN KINDERGARTEN THROUGH GRADE 12 WITH A CO-EDUCATIONAL PRE-K PROGRAM. 15 15 344 315 0 0 3393430 7285846 18328705 19449534 455326 259803 45296 75787 22222757 27070970 2454906 2391170 0 0 13819235 14431900 0 0 1043196 6228023 7394411 22502164 24217481 -279407 2853489 56965491 55255558 31290825 26561353 25674666 28694205 ASHLEY HALL IS COMMITTED TO PRODUCING EDUCATED WOMEN WHO ARE INDEPENDENT, ETHICALLY RESPONSIBLE, AND PREPARED TO MEET THE CHALLENGES OF SOCIETY WITH CONFIDENCE. 0 0 18017843 2391170 19449534 EDUCATION PROVIDED TO KINDERGARTEN THROUGH 12TH GRADE STUDENTS, AFTER SCHOOL AND SUMMER PROGRAMS FOR THE STUDENTS AS WELL AS EARLY CHILDHOOD PROGRAMS FOR YOUNGER CHILDREN. ASHLEY HALL'S CURRICULA, INSTRUCTIONAL METHODS, CO-CURRICULAR PROGRAMS, AND FACILITIES ARE DESIGNED TO FOSTER THE MINDS AND CHARACTERS OF ALL STUDENTS AT EVERY STAGE OF THEIR DEVELOPMENT. 18017843 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 68 0 344 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X PALMER D BALL 8642668175 172 RUTLEDGE AVE CHARLESTON SC 29403 JIM MCNAB MEMBER-AT-LARGE 1.00 X 0 0 0 ELIZABETH FORT MEMBER-AT-LARGE 1.00 X 0 0 0 KURT PALMER MEMBER-AT-LARGE 1.00 X 0 0 0 EMMIE AICHELE DAWSON MEMBER-AT-LARGE 1.00 X 0 0 0 LENNA KIRCHNER MEMBER-AT-LARGE 1.00 X 0 0 0 M ANN RIOPEL MEMBER-AT-LARGE 1.00 X 0 0 0 RHETT RAMSAY OUTTEN MEMBER-AT-LARGE 1.00 X 0 0 0 KAREN JENKINS PHILLIPS MEMBER-AT-LARGE 1.00 X 0 0 0 ROWAN GP TAYLOR MEMBER-AT-LARGE 1.00 X 0 0 0 KENDRA HAMILTON MEMBER-AT-LARGE 1.00 X 0 0 0 SARA DEWOLF MEMBER-AT-LARGE 1.00 X 0 0 0 PHILIP L HORN JR TREASURER 4.00 X X 0 0 0 LAURIE A HOST SECRETARY 4.00 X X 0 0 0 ERIC STRICKLAND VICE CHAIRPERSON 4.00 X X 0 0 0 ANNIE FRANCIS BLEEKER CHAIRPERSON 4.00 X X 0 0 0 JILL S MUTI HEAD OF SCHOOL 40.00 X 550897 0 38936 MATTHEW D SEMO CFO 40.00 X 180363 0 19482 ANNE WESTON ASSISTANT HEAD OF SCHOOL 40.00 X 327559 0 41428 SARA STEPHENSON DIRECTOR OF STRATEGIC ENROLLMENT 40.00 X 140159 0 17127 EDWARD DOUGHERTY DIRECTOR OF INNOVATION 40.00 X 133675 0 16148 POLLY KRONSBERG DIRECTOR OF LOWER SCHOOL 40.00 X 125345 0 6382 AMANDA MURRELL DIRECTOR OF LOWER SCHOOL 40.00 X 117741 0 15986 MARY SCHWEERS DIRECTOR OF THE INTERMEDIATE AND NAUTILUS PROGRAMS 40.00 X 113124 0 6084 1688863 0 161573 12 1 1 0 ALADDIN FOOD MANAGEMENT 6000 TOWN CENTER BLVD CANONSBURG PA 15317 FOOD SERVICE 694939 TELECO OF CHARLESTON 1070 ST ANDREWS BLVD CHARLESTON SC 29407 TECHNOLOGY 211238 ELLIOTT DAVIS LLC 100 CALHOUN ST 300 CHARLESTON SC 29401 CONSULTING 128166 3 4208777 3077069 76718 7285846 TUITION & FEES 611600 18155060 18155060 AUXILLARY SERVICES 611710 1294474 1294474 19449534 260069 260069 890298 890564 -266 -266 -266 OTHER INCOME 611710 71072 71072 INTEREST ON LATE PAYMENTS 900099 4715 4715 75787 27070970 19525055 0 260069 2391170 2391170 589833 196611 196611 196611 11133820 7072054 3672194 389572 485056 300735 160068 24253 1377931 854317 454717 68897 845260 524061 278936 42263 192672 177567 13196 1909 258374 258374 460173 427961 27610 4602 1081300 1005609 64878 10813 654735 608904 39284 6547 1807367 1680851 108442 18074 490215 451782 33575 4858 DINING 722336 671773 43340 7223 CLASSROOM AND PROGRAM 688452 688452 0 0 OTHER OPERATIONAL EXPEN 341384 314620 23382 3382 FACULTY & PROFESSIONAL 198201 182662 13575 1964 499202 468714 26634 3854 24217481 18017843 5156442 1043196 251879 253307 4177092 4414307 915266 335804 229712 304433 165476 154952 64619657 24645662 41009322 39973995 7804170 7406186 250000 250000 2162574 2162574 56965491 55255558 1814703 909707 6952988 8017351 18184446 17542446 79078 91849 4259610 31290825 26561353 X 18056160 19963384 7618506 8730821 25674666 28694205 56965491 55255558 2853489 166050 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 5804446 520905 240092 175739 6389704 6344374 287403 -705471 121860 5804446 10039535 1366487 814210 5875858 6344374 10132892 17875 -51947 59285 10039535 10144919 35800 82383 130210 10132892 0.48355 0.37138 0.14506 0 0 7252530 7252530 33969692 12681201 21288491 17340198 6864647 10475551 5461714 4775945 685769 595523 323869 271654 39973995 X 24845850 166050 166050 24679800 2391170 2391170 27070970 21826311 0 21826311 2391170 2391170 24217481 PART X, LINE 2: THE FOUNDATION IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT EVALUATES THE FOUNDATION FOR ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT MAY EXIST. MANAGEMENT DOES NOT BELIEVE THAT ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2023 OR 2022. THE FOUNDATION'S POLICY IS TO REPORT ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS, WHEN APPLICABLE, AS INTEREST EXPENSE AND TO REPORT PENALTIES, IF ANY, AS OTHER EXPENSE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NET AGAINST AUDITED REVENUE 2,391,170. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NET AGAINST AUDITED REVENUE 2,391,170. SCHEDULE D, PART V: PRIOR YEAR FUNDS WERE RECLASSIFIED INTO THE ENDOWMENT AS OF 6/30/2023. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER DURING ANNUAL SOLICITATION FOR STUDENTS 1 FINANCIAL AID 140 2391170 PART I, LINE 2 GRANTS CONSIST OF FINANCIAL AID AWARDS MADE TO FAMILIES OF STUDENTS ATTENDING ASHLEY HALL SCHOOL. FINANCIAL AID AWARDS ARE APPLIED TO THE STUDENTS' TUITION BALANCES AND ARE NOT USED IN ANY OTHER MANNER. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 JILL S MUTI HEAD OF SCHOOL 250897 0 0 0 300000 0 20500 0 18436 0 589833 0 0 0 ANNE WESTON ASSISTANT HEAD OF SCHOOL 327559 0 0 0 0 0 20500 0 20928 0 368987 0 0 0 MATTHEW D SEMO CFO 180363 0 0 0 0 0 0 0 19482 0 199845 0 0 0 SARA STEPHENSON DIRECTOR OF STRATEGIC ENROLLMENT 140159 0 0 0 0 0 0 0 17127 0 157286 0 0 0 PART I, LINE 4A THE FORMER HEAD OF SCHOOL RECEIVED SEVERANCE PAYMENT FROM THE ORGANIZATION IN 2022 ACCRUED DURING HER YEARS OF SERVICES TO THE ORGANIZATION. A SC JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 2015-12-01 18740000 0 0 0 A 18740000 325000 18415000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 X 16 76718 FMV 0 0 1 1 PART I, LINE 32B: STOCK BROKERAGE FIRM IS USED TO LIQUIDATE GIFTS OF PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE 990 TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR APPROVAL BEFORE IT IS FILED. THE 990 IS AVAILABLE TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW AT THEIR DISCRETION. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER REVIEWS AND ACKNOWLEDGES THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. IN THE EVENT A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY A SUBCOMMITTEE APPOINTED BY THE BOARD OF TRUSTEES WHO REVIEW BOTH PERFORMANCE AND COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS TO ENSURE REASONABLENESS. COMPENSATION FOR ALL OTHER KEY EMPLOYEES IS BASED ON BENCHMARKING DATA AND IS APPROVED BY THE HEAD OF SCHOOL. ALL COMPENSATION IS DOCUMENTED IN A WRITTEN CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.