2025-10-17T08:08:08-05:00 2024-12-31 332043014 CASSIDY ADVISORS AND ACCOUNTANTS LLC 1 MATHEWS DR STE 114 HILTON HEAD ISLAND SC 29926 990 2024-01-01 205556499 TONBRIDGE EDUCATIONAL FOUNDATION TONB 6468670994 1350 AVE OF THE AMERICAFL2STE266 NEW YORK NY 10019 ALISTAIR MACLAY TREASURER 6468670994 2025-10-15 1 1 CHRISTINE E CASSIDY P00022087 8436892800 2024 2025-03-06 01:10:19Z IAN HOOPER 1350 AVE OF THE AMERICAFL2STE266 NEW YORK NY 10019 270764 0 X N/A X 2006 NY TO RAISE FUNDS FROM ALUMNI OF TONBRIDGE SCHOOL FOR EDUCATIONAL PROGRAMS, TEACHER COMPENSATION, NEW CONSTRUCTION AND RENOVATION OF FACILITIES FOR EDUCATIONAL ACTIVITIES OR TO GRANT SCHOLARSHIPS. 7 7 0 0 0 0 9275 270764 0 0 0 0 0 0 9275 270764 265000 120000 0 0 0 0 0 0 0 65 28933 265065 148933 -255790 121831 17354 139185 0 0 17354 139185 TO RAISE FUNDS FROM ALUMNI OF TONBRIDGE SCHOOL FOR EDUCATIONAL PROGRAMS, TEACHER COMPENSATION, NEW CONSTRUCTION AND RENOVATION OF FACILITIES FOR EDUCATIONAL ACTIVITIES OR TO GRANT SCHOLARSHIPS. 0 0 120000 120000 FINANCIAL AID TO INCREASE ACCESS FOR STUDENTS TO EDUCATION AT TONBRIDGE SCHOOL. 120000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHAPEL & YORK LTD 6468670994 1350 AVE OF THE AMERICASFL2STE266 NEW YORK NY 10019 X ALISTAIR MACLAY TREASURER 1.00 X X 0 0 0 IAN HOOPER PRESIDENT 1.00 X X 0 0 0 KEITH DAVID DIRECTOR 1.00 X 0 0 0 ANTHONY DAVIS DIRECTOR 1.00 X 0 0 0 DOMINIC MCMULLAN DIRECTOR 1.00 X 0 0 0 NICHOLAS DENTON-CLARK DIRECTOR 1.00 X 0 0 0 CHARLES MYERS DIRECTOR 1.00 X 0 0 0 ADRIAN BALLARD SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 270764 270764 270764 0 0 0 120000 120000 22290 22290 6613 6613 30 30 148933 120000 28933 0 17354 139185 17354 139185 0 0 X 17354 139185 17354 139185 17354 139185 121831 0 X 0 0 0 X 4500 30700 11750 9275 45764 101989 4500 30700 11750 9275 45764 101989 72954 29035 101989 0.28470 X FACTS & CIRCUMSTANCES TEST PUBLIC SERVICES:SINCE BEING ESTABLISHED IN 2006, TONBRIDGE EDUCATIONAL FOUNDATION HAVE BEEN RAISING FUNDS FOR EDUCATIONAL PROGRAMS.SOURCES OF SUPPORT:SUPPORT IS SOUGHT FROM ALUMNI ASSOCIATED WITH TONBRIDGE EDUCATIONAL FOUNDATION, AS WELL AS FACULTY AND STAFF. WE HAVE A GROWING NUMBER OF NON-ALUMNI SUPPORTERS, INCLUDING INDIVIDUALS, COMPANIES AND CHARITABLE TRUSTS.GOVERNING BODY:LIST OUT ALL OFFICERS & DIRECTORS FOR THE TAX YEAR BEING COMPLETED. DETAILS SUCH AS ELECTED DATE AND THEIR BIO ARE REQUIRED.IAN HOOPER JOINED THE BOARD AS A DIRECTOR IN 2006 AND WAS ELECTED PRESIDENT IN 2006 HE HAD A LONG-DISTINGUISHED CAREER IN PUBLIC RELATIONS AND HAS WORKED FOR MANY TOP COMPANIES INCLUDING MCCANN ERICKSON AND YOUNG & RUBICAM. HIS FINAL ROLE WAS VICE PRESIDENT OF DEVRIES. HE RETIRED IN 2005. HE SERVED FOR 10 YEARS ON THE BOARD OF THE ROYAL OAK FOUNDATION AND HAS BEEN ON THE BOARD OF THE BERKSHIRE BOTANICAL GARDEN SINCE 2006 AS WELL AS PREVIOUSLY SERVING THREE YEARS ON THE BOARD OF THE CRANDELL THEATRE AND THREE YEARS ON THE BOARD OF THE CANAAN HISTORICAL SOCADRIAN BALLARD WAS ELECTED AS SECRETARY IN 2024. HE IS A FUNDRAISER BY PROFESSION AND HAS BEEN A FUNDRAISER IN THE SCHOOL AND UNIVERSITY SECTOR SINCE 2004. HE WORKS FOR TONBRIDGE SCHOOL AND PREVIOUSLY AT SHERBORNE SCHOOL WHERE HE WAS SECRETARY TO THE AMERICAN FRIENDS OF SHERBORNE FOR OVER 20 YEARS. ALISTAIR MACLAY WAS ELECTED AS TREASURER IN 2024 HE HAS BEEN A DIRECTOR ON THE BOARD SINCE 2006. HE IS A PARTNER AT ALTHEA GROUP AND IS INVOLVED IN FAMILY OFFICE INVESTMENTS. HE WAS PREVIOUSLY A PORTFOLIO MANAGER AT SEWARD CAPITAL PARTNERS, BANK OF NEW YORK AND BANKERS TRUST. CHARLES MYERS JOINED THE BOARD AS A DIRECTOR IN 2024. HE IS A BANKER WITH A GOLDMAN SACHS AND IN HIS SPARE TIME IS A VOLUNTEER EMT IN HIS HOMETOWN, NICHOLAS DENTON-CLARK JOINED THE BOARD AS A DIRECTOR IN 2024. HE IS CURRENTLY THE CHIEF OPERATING OFFICER AT A NEW YORK BASED PRIVATE EQUITY FIRM, KIMMERIDGE ENERGY MANAGEMENT COMPANY. THROUGH HIS CAREER, NICK HAS HAD A NUMBER OF SENIOR ROLES, FOCUSING ON RISK, COMPLIANCE, OPERATIONS AND THE OVERALL QUALITY OF GOVERNANCE OF LARGE, MULTI-NATIONAL ASSET MANAGERS AND BANKS. DOMINIC MCMULLAN HAS BEEN A DIRECTOR ON THE BOARD SINCE 2016. HE CURRENTLY LEADS THE GLOBAL COMMUNICATIONS & EXTERNAL AFFAIRS TEAM AT I SQUARED CAPITAL, THE WORLD'S LARGEST MID-MARKET INDEPENDENT INFRASTRUCTURE INVESTOR. IN THE 20 YEARS DOMINIC HAS BEEN WORKING, HE HAS LIVED AND WORKED IN BOTH THE UK (LONDON) AND US (NEW YORK / MIAMI). HE HAS WORKED AT OR CONSULTED FOR ORGANIZATIONS RANGING FROM LARGE CORPORATES TO FAST-PACED, HIGH-GROWTH START UPS. A PROVEN MANAGER, HE HAS A SUCCESSFUL RECORD OF BUILDING HIGH-PERFORMING TEAMS AND MANAGING COMPLEX PROJECTS.ANTHONY DAVIS HAS BEEN A DIRECTOR ON THE BOARD SINCE 2006. ANTHONY DAVIS IS A PARTNER IN THE NEW YORK OFFICE OF FISHERBROYLES LLP. HE ADVISES LAWYERS AND LAW FIRMS IN THE UNITED STATES AND INTERNATIONALLY IN THE AREAS OF PROFESSIONAL RESPONSIBILITY, RISK MANAGEMENT AND EVERY ASPECT OF THE LAW GOVERNING LAWYERS. ANTHONY IS THE AUTHOR OF BOOKS AND NUMEROUS SCHOLARLY ARTICLES IN THE FIELD OF RISK MANAGEMENT AND LEGAL ETHICS. ANTHONY IS A LECTURER-IN-LAW AT COLUMBIA UNIVERSITY SCHOOL OF LAW, TEACHING "PROFESSIONAL RESPONSIBILITY ISSUES IN BUSINESS PRACTICE." HE IS A PAST PRESIDENT OF THE ASSOCIATION OF PROFESSIONAL RESPONSIBILITY LAWYERS (APRL), A FELLOW OF THE COLLEGE OF LAW PRACTICE MANAGEMENT, AND A MEMBER OF THE AMERICAN LAW INSTITUTE (ALI). IN ADDITION TO NEW YORK, ANTHONY IS ADMITTED IN COLORADO, AND IS QUALIFIED AS A BARRISTER, AND ADMITTED AS A SOLICITOR IN ENGLAND AND WALES (NON-PRACTICING).HE IS A MEMBER OF THE ETHICS COMMITTEE OF THE NEW YORK CITY BAR ASSOCIATION (WHICH ISSUES ETHICS OPINIONS FOR GUIDANCE OF MEMBERS OF THE LEGAL PROFESSION), AND IN THE PAST HAVE SERVED EITHER AS A MEMBER, OR FROM TIME TO TIME AS CHAIR OF OTHER COMMITTEES AT THE SAME BAR ASSOCIATION. HE FREQUENTLY PRESENTS CONTINUING LEGAL EDUCATION PROGRAMS IN MY AREA OF EXPERTISE TO BAR ASSOCIATIONS AND OTHER ORGANIZATIONS THROUGHOUT THE UNITED STATES. I ALSO WRITE A BI-MONTHLY COLUMN ON LEGAL ETHICS FOR THE NEW YORK LAW JOURNAL. IN THE PAST I SERVED ON THE BOARD, AND WAS AT ONE TIME PRESIDENT, OF THE ASSOCIATION OF PROFESSIONAL RESPONSIBILITY LAWYERS, WHICH IS A NATIONAL ORGANIZATION.KEITH DAVID HAS BEEN A DIRECTOR ON THE BOARD SINCE 2006 AND RESIGNED AND DIED IN 2024. HE HAD A SUCCESSFUL CAREER IN SHIPPING. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 01/01/24 AMOUNT: 225000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENT LOCATED IN THE REGION FINANCIAL AID TO INCREASE ACCESS FOR STUDENTS TO EDUCATION AT TONBRIDGE SCHOOL 120000 0 0 0 0 0 0 120000 0 120000 EUROPE (INCLUDING ICELAND & GREENLAND) FINANCIAL AID TO INCREASE ACCESS FOR STUDENTS TO EDUCATION AT TONBRIDGE SCHOOL 120000 CHECK 0 FMV 1 0 0 0 0 0 0 PART I, LINE 2: THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501 (C)(3)PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B ALISTAIR MACLAY THE TREASURER REVIEWS THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADOPTED A CONFLICT OF INTEREST POLICY AND EACH YEAR, THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.