2025-10-22T10:06:39-05:00 2025-06-30 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2024-07-01 231352619 THE BALDWIN SCHOOL BALD 6105252700 701 MONTGOMERY AVE BRYN MAWR PA 19010 BRIAN LORIGAN CFO 6105252700 2025-10-22 1 1 ROBERT J MCNAMEE CPA P01428150 2158874425 2025-10-22 2024 2025-03-06 01:10:19Z BRIAN LORIGAN 701 MONTGOMERY AVE BRYN MAWR PA 19010 29354666 0 X BALDWINSCHOOL.ORG X 1888 PA THE BALDWIN SCHOOL, AN INDEPENDENT COLLEGE PREPARATORY SCHOOL, DEVELOPS TALENTED GIRLS INTO CONFIDENT YOUNG WOMEN WITH VISION, GLOBAL UNDERSTANDING AND THE COMPETENCY TO MAKE SIGNIFICANT AND ENDURING CONTRIBUTIONS TO THE WORLD. THE SCHOOL NURTURES OUR STUDENTS' PASSION FOR INTELLECTUAL RIGOR IN ACADEMICS, CREATIVITY IN THE ARTS AND COMPETITION IN ATHLETICS, FORMING WOMEN CAPABLE OF LEADING THEIR GENERATION WHILE LIVING BALANCED LIVES. 30 27 277 235 0 0 3256711 5130337 21224707 21695203 1162776 1139575 831693 1098598 26475887 29063713 3232615 3447209 0 0 15243501 16422768 0 0 1325786 7740114 7605670 26216230 27475647 259657 1588066 83744055 87735796 18442171 17132314 65301884 70603482 X THE BALDWIN SCHOOL, AN INDEPENDENT COLLEGE PREPARATORY SCHOOL, DEVELOPS TALENTED GIRLS INTO CONFIDENT YOUNG WOMEN WITH VISION, GLOBAL UNDERSTANDING AND THE COMPETENCY TO MAKE SIGNIFICANT AND ENDURING CONTRIBUTIONS TO THE WORLD. THE SCHOOL NURTURES OUR STUDENTS' PASSION FOR INTELLECTUAL RIGOR IN ACADEMICS, CREATIVITY IN THE ARTS AND COMPETITION IN ATHLETICS, FORMING WOMEN CAPABLE OF LEADING THEIR GENERATION WHILE LIVING BALANCED LIVES. 0 0 22196230 3447209 21695203 PRIVATE SCHOOL EDUCATION TO GIRLS IN GRADES PRE-K THROUGH 12. 22196230 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 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 1 109 0 1 277 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X BRIAN LORIGAN 6105252700 701 MONTGOMERY AVENUE BRYN MAWR PA 19010 TOM BACHRACH TRUSTEE 2.00 X 0 0 0 DARREN BRAMEN TRUSTEE 2.00 X 0 0 0 ELIZABETH SMITH CAMPANA ALUMNAE LEADERSHIP COUNCIL 2.00 X 0 0 0 LOUIS CAPANO TRUSTEE 2.00 X 0 0 0 KATAYOUN COPELAND TRUSTEE 2.00 X 0 0 0 LINDSAY DAVIS FACULTY TRUSTEE 2.00 X 0 0 0 DANIELLE DE FEO TRUSTEE 2.00 X 0 0 0 SCOTT DEITZ TREASURER 2.00 X X 0 0 0 FRED DIBONA TRUSTEE 2.00 X 0 0 0 PONTEA FAZELI DIXON TRUSTEE 2.00 X 0 0 0 SHAYNA FADER ALUMNAE LEADERSHIP COUNCIL 2.00 X 0 0 0 HOPE FEHER FACULTY TRUSTEE 2.00 X 0 0 0 KIM HEUER VICE CHAIR 2.00 X X 0 0 0 SUSANNA A JONES TRUSTEE 2.00 X 0 0 0 JOHN KARAMATSOUKAS TRUSTEE 2.00 X 0 0 0 LYNNE MACZIEWSKI HEAD OF SCHOOL 40.00 X X 472337 0 10350 RACHEL DEAN MATTHEWS TRUSTEE 2.00 X 0 0 0 SHARON SIMKISS MERHIGE SECRETARY 2.00 X X 0 0 0 CYNTHIA JOHNSON NELSON TRUSTEE 2.00 X 0 0 0 SEJITA PAGE TRUSTEE 2.00 X 0 0 0 JOHN PEARLSTEIN TRUSTEE 2.00 X 0 0 0 JULIA PUDLIN TRUSTEE 2.00 X 0 0 0 HANNAH SCHOFIELD PRESIDENT BSPA 2.00 X 0 0 0 RACHEL STERN CHAIR OF THE BOARD 2.00 X X 0 0 0 SANJEEV SWAMI TRUSTEE 2.00 X 0 0 0 MWANASHA VANWRIGHT TRUSTEE 2.00 X 0 0 0 PATRICIA WEISER TRUSTEE 2.00 X 0 0 0 MARTHA ORTIZ SENIOR TRUSTEE 2.00 X 0 0 0 SAMUEL R SCOTT SENIOR TRUSTEE 2.00 X 0 0 0 BLAIR D STAMBAUGH HONORARY TRUSTEE 2.00 X 0 0 0 BRIAN LORIGAN CHIEF FINANCIAL OFF 40.00 X 103434 0 3125 LAURA ARMSTRONG CHIEF DEVELOPMENT OF 40.00 X 167969 0 12149 MADELINE PERRY DIRECTOR OF SQUASH 40.00 X 159800 0 4230 DIANNA COLLINS CHIEF ENROLLMENT OFF 40.00 X 159524 0 11141 SHAUNA CARTER DIR OF MIDDLE SCHOOL 40.00 X 152452 0 4533 QUENBY FRIMET LS DIRECTOR 40.00 X 141132 0 5548 1356648 0 51076 19 0 1 0 0 5130337 631430 5130337 TUITION AND FEES 611600 21695203 21695203 21695203 1139575 1139575 85460 195103 -109643 -109643 -109643 381560 95850 285710 285710 AUXILIARY ENTERPRISES 611710 922531 922531 922531 29063713 0 0 23933376 3447209 3447209 723240 123518 476204 123518 12436111 10508918 1340548 586645 536004 435179 71758 29067 1752589 1422919 234631 95039 974824 768461 156124 50239 30406 30406 29850 29850 139902 139902 254784 222426 25886 6472 233887 204183 23763 5941 192073 73486 85392 33195 460339 460339 1679605 1466295 170648 42662 268856 234711 27316 6829 PLANT, OPERATIONS AND M 1565335 1366539 159037 39759 GENERAL SUPPLIES AND EX 936105 527013 272518 136574 UTILITIES 626575 547000 63660 15915 TRAVEL AND TRANSPORTATI 306052 237968 46596 21488 881901 610405 139053 132443 27475647 22196230 3953631 1325786 14796419 13665558 652659 2026374 34729 46647 140422 144431 515584 613186 47575943 21762085 26058925 25813858 41028313 44871276 517004 554466 83744055 87735796 2814970 2324270 4766905 4608541 10585542 9908094 274754 291409 18442171 17132314 X 26298580 27439937 39003304 43163545 65301884 70603482 83744055 87735796 X 1588066 3676070 37462 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39207541 645834 4356817 1446715 42763477 35221681 174097 4449273 637510 39207541 29829155 3037397 2943624 588495 35221681 32366778 1981375 -4032133 486865 29829155 18382532 7542461 6848195 406410 32366778 0.07280 0.92720 0 0 1534336 1534336 44622939 20963423 23659516 1259633 798662 460971 159035 159035 25813858 GIFT ANNUITY LIABILITY 291409 291409 X 29525139 3676070 -3409747 266323 29258816 -195103 -195103 29063713 24223541 195103 195103 24028438 3447209 3447209 27475647 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS WERE ESTABLISHED TO FUND SCHOLARSHIPS, FACULTY ENHANCEMENT, AND OTHER PROGRAM EXPENSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE SCHOOL HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,447,209. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 37,462. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -195,103. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 195,103. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,447,209. 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 LOCAL NEWSPAPER AND ON THE SCHOOL'S WEBSITE. GALA 368783 368783 95683 368783 368783 95683 95683 273100 1 FINANCIAL AID 172 3447209 BOOK FINANCIAL AID X 1 0 0 0 0 0 0 0 0 0 0 LYNNE MACZIEWSKI HEAD OF SCHOOL 472337 0 0 0 0 0 0 0 10350 0 482687 0 0 0 LAURA ARMSTRONG CHIEF DEVELOPMENT OF 167969 0 0 0 0 0 0 0 12149 0 180118 0 0 0 DIANNA COLLINS CHIEF ENROLLMENT OFF 159524 0 0 0 0 0 0 0 11141 0 170665 0 0 0 MADELINE PERRY DIRECTOR OF SQUASH 159800 0 0 0 0 0 0 0 4230 0 164030 0 0 0 SHAUNA CARTER DIR OF MIDDLE SCHOOL 152452 0 0 0 0 0 0 0 4533 0 156985 0 0 0 A MC INDUSTRIAL DEVELOPMENT AUTHORITY 2023-12-28 11307500 REFINANCE 0 0 0 A 11307500 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 10 631430 FMV 0 0 0 PART I, COLUMN (B): THERE WERE 10 STOCK CONTRIBUTIONS FROM 8 INDIVIDUAL CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS AND UPDATES THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S SALARY IS APPROVED BY A COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE SALARY AND LOOKS AT COMPARABLE DATA TO DETERMINE SALARY RATES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 37,462.