2026-05-15T10:47:50-05:00 2025-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2024-07-01 540519590 WOODBERRY FOREST SCHOOL WOOD 5406723900 ONE WALKER DRIVE WOODBERRY FOREST VA 22989 KENNETH W DEANE CHIEF OPERATING OFFICER 5406723900 2026-05-15 1 0 ROBIN C SWINK P00398236 4342962156 2024 2025-03-06 01:10:19Z KENNETH W DEANE ONE WALKER DRIVE WOODBERRY FOREST VA 22989 155932591 0 X WWW.WOODBERRY.ORG X 1889 VA FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 25 25 426 28 300530 0 16975274 28921410 27203972 28048991 37840592 15640388 561090 515040 82580928 73125829 7694094 7693136 0 0 23411582 24042137 0 0 3619400 20243683 20871458 51349359 52606731 31231569 20519098 632586359 678940138 85531207 83897488 547055152 595042650 SEE SCHEDULE O 0 0 22119590 5769852 28048991 INSTRUCTION: THE SCHOOL PROVIDED INSTRUCTION TO APPROXIMATELY 400 STUDENTS IN GRADES NINE THROUGH TWELVE. 20995865 1923284 RESIDENTIAL LIFE AND SUPPORT: THE SCHOOL PROVIDED RESIDENTIAL LIFE SUPPORT TO APPROXIMATELY 400 STUDENTS IN GRADES NINE THROUGH TWELVE. 43115455 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 110 0 426 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X WOODBERRY FOREST SCHOOL 5406726010 ONE WALKER DRIVE WOODBERRY FOREST VA 22989 OWEN D THOMAS CHAIRMAN 2.00 X X 0 0 0 D BRUCE CHRISTIAN TRUSTEE 2.00 X 0 0 0 ROBERT T DOOLEY III TRUSTEE 2.00 X 0 0 0 EDWARD L BAKER II TRUSTEE 2.00 X 0 0 0 BRODERICK C DUNN TRUSTEE 2.00 X 0 0 0 HARLEY S GARRISON TRUSTEE 2.00 X 0 0 0 SUHRID S GAJENDRAGADKAR TRUSTEE 2.00 X 0 0 0 RITA W ROSS TRUSTEE 2.00 X 0 0 0 BENJAMIN R WALL II TRUSTEE 2.00 X 0 0 0 HARRY FRAZIER IV TRUSTEE 2.00 X 0 0 0 NELSON O FITTS TRUSTEE 2.00 X 0 0 0 D MATTHEW MIDDELTHON TRUSTEE 2.00 X 0 0 0 EDWARD W VALENTINE TRUSTEE 2.00 X 0 0 0 ZACHARY A MERRIMAN TRUSTEE 2.00 X 0 0 0 AURELIA S MONK TRUSTEE 2.00 X 0 0 0 J KWAME SOM-PIMPONG TRUSTEE 2.00 X 0 0 0 CLAY E THOMSON TRUSTEE 2.00 X 0 0 0 CARLA J WARLOW TRUSTEE 2.00 X 0 0 0 BENJAMIN H DAVIS TRUSTEE 2.00 X 0 0 0 EDWARD DC CAMPBELL JR TRUSTEE 2.00 X 0 0 0 DAMIEN R DWIN TRUSTEE 2.00 X 0 0 0 HOPE H BRYANT TRUSTEE 2.00 X 0 0 0 RAGAN FOLAN TRUSTEE 2.00 X 0 0 0 WILLIAM M JAMES TRUSTEE 2.00 X 0 0 0 EDWARD M DEAL TRUSTEE 2.00 X 0 0 0 BYRON CJ HULSEY HEADMASTER 40.00 X 730603 0 44148 CATHERINE B WHARTON ASSISTANT HEADMASTER FOR E 40.00 X 267050 0 45441 ANDREW C ELLIS TREASURER 40.00 X 291690 0 52591 KENNY W DEANE JR CHIEF OPERATING OFFICER 40.00 X 190261 0 45617 TABATHA O'NEILL SECRETARY 40.00 X 88444 0 25892 LAWRENCE CALLAHAN DIRECTOR OF STRATEGIC COMMUNICATIONS 40.00 X 183906 0 33019 KARLA VARGAS-KENNEDY ASSISTANT HEADMASTER - ENR 40.00 X 184279 0 27802 MATHEW HASTINGS ASSISTANT HEADMASTER FOR INSTITUTIONAL ADVANCEMENT 40.00 X 141871 0 43261 RUSSELL LEWIS DIRECTOR OF FACILITIES 40.00 X 146264 0 22019 REED F DAVIS DIRECTOR OF OPERATIONS 40.00 X 147483 0 41996 2371851 0 381786 28 0 1 0 KJELLSTROM & LEE INC 1607 OWNBY LANE RICHMOND VA 23220 CONTRACTOR 17417802 ADVANCED CUSTOM CONTRACTORS INC PO BOX 392 STANARDSVILLE VA 22973 CONTRACTOR 977653 OFFICE PRO TECHNOLOGIES 336 MCLAWS CIRCLE WILLIAMSBURG VA 23185 TECHNOLOGY AND SOFTWARE SOLUTIONS 556123 LW TRANSPORTATION CHARTER SERVICE LLC 4600 SUTTON OAKS DRIVE CHANTILLY VA 20151 TRANSPORTATION SERVICES 241644 INTERVISION SYSTEMS LLC PO BOX 790379 ST LOUIS MO 63179 TECHNOLOGY AND SOFTWARE SOLUTIONS 192719 7 28921410 695629 28921410 TUITION AND FEES 611110 26264034 26264034 SUMMER PROGRAMS 611110 1319947 1319947 OTHER PROG. SERV. REV. 611110 465010 465010 28048991 3671088 3671088 94080354 82111054 11969300 11969300 38792 11930508 949010 695708 253302 253302 PRIVATE GOLF COURSE 713910 230138 230138 FARMING ACTIVITIES 110000 31600 31600 261738 73125829 28048991 300530 15854898 7693136 7693136 1697768 269665 983909 444194 16053560 13143195 1456775 1453590 1384906 1137888 123212 123806 3654162 2854532 427270 372360 1251741 955944 164295 131502 375467 11105 334774 29588 180287 11297 168990 447465 95814 258318 93333 1475614 1447873 23019 4722 670620 349171 213705 107744 2164485 2164485 5742030 5494292 247738 612474 600960 9555 1959 SUPPLIES AND FOOD SERVI 3200444 2989472 184531 26441 MAINTENANCE 2272617 1928605 263287 80725 STUDENT ACTIVITIES 1630743 794891 432472 403380 ENTERTAINMENT 888908 371447 269208 248253 1210304 801683 310818 97803 52606731 43115455 5871876 3619400 27048127 23806810 14237498 23618520 482173 582536 93861 65257 929210 953980 2338800 1534047 257737215 103561575 146896815 154175640 37026853 54103937 403533022 420099411 632586359 678940138 3881259 2227228 4998816 4641441 67043575 67073021 9607557 9955798 85531207 83897488 X 231080493 245431478 315974659 349611172 547055152 595042650 632586359 678940138 20519098 27468400 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351155111 11542512 34668495 16326275 381039843 326343825 10920673 29752682 15862069 351155111 312249772 7257546 21273209 14436702 326343825 366505520 10366639 -51269516 13352871 312249772 267855991 9736102 100747396 11833969 366505520 0.18000 0.24000 0.58000 0 0 205847685 74438806 131408879 17345033 6426726 10918307 30345532 22696043 7649489 4198965 4198965 154175640 CASH & SHORT-TERM CASH EQUIV. 15644625 F CHAR. REMAINDER UNITRUSTS 4232000 F OPEN-END INVESTMENT COMPANIES 101578177 F LIMITED PARTNERSHIPS 295503221 F OTHER INVESTMENTS 3141388 F 420099411 ACCRUED LIABILITIES 864270 ACCRUED PAYROLL TAXES 57000 DUE TO BENEFICIARIES 7035573 SWAP LIABILITY 1998955 9955798 X 93596801 27468400 695708 28164108 65432693 7693136 7693136 73125829 45609303 695708 695708 44913595 7693136 7693136 52606731 PART V, LINE 4: THE ENDOWMENT FUND SUPPORTS SCHOLARSHIPS FOR STUDENTS, FACULTY SUPPORT, AWARDS FOR FACULTY AND STUDENTS, AND VARIOUS OTHER ACADEMIC AND OPERATIONAL USES. PART X, LINE 2: WOODBERRY FOREST SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT STORE COST OF GOODS SOLD 695,708. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE OFFSET BY TUITION REDUCTIONS 7,693,136. PART XII, LINE 2D - OTHER ADJUSTMENTS: STUDENT STORE COST OF GOODS SOLD 695,708. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE OFFSET BY TUITION REDUCTIONS 7,693,136. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF THE NONDISCRIMINATORY POLICY OF WOODBERRY FOREST SCHOOL IS PRINTED ON ALL CATALOGS, APPLICATIONS, NOTIFICATIONS, AND OTHER SIGNIFICANT PUBLICATIONS OF THE SCHOOL. WOODBERRY FOREST SCHOOL USES PRINTED ADVERTISING MATERIAL IN RECRUITING STUDENTS THROUGHOUT THE UNITED STATES AND ITS TERRITORIES. IN ORDER TO ASSIST IN RECRUITING A STUDENT BODY REFLECTING A BROAD SOCIAL AND ECONOMIC MIX, ALL SUCH MATERIALS CONTAIN A CLEAR AND UNEQUIVOCAL STATEMENT OF THE SCHOOL'S NONDISCRIMINATORY POLICIES AS APPLIED TO SCHOOL LIFE. A SPECIAL EMPHASIS IS MADE OF THESE POLICIES IN THE AREAS OF ADMISSIONS AND FINANCIAL AID. 1 AFRICA 0 0 PROGRAM SERVICES THE ORGANIZATION CONDUCTS SUMMER SCHOOL ABROAD PROGRAMS FOR STUDENTS. 57936 EUROPE 0 0 PROGRAM SERVICES THE ORGANIZATION CONDUCTS SUMMER SCHOOL ABROAD PROGRAMS FOR STUDENTS. 235231 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES THE ORGANIZATION CONDUCTS SUMMER SCHOOL ABROAD PROGRAMS FOR STUDENTS. 203811 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS N/A 1648271 CAYMAN ISLANDS 0 0 INVESTMENTS N/A 20717228 NORTH AMERICA - (MEXICO, BUT NOT THE UNITED STATES) 0 0 ADMINISTRATIVE AND PROGRAM SERVICES MEETINGS AND RECRUITING 3470 EUROPE 0 0 ADMINISTRATIVE AND PROGRAM SERVICES MEETINGS AND RECRUITING 6942 CENTRAL AMERICA AND THE CARIBBEAN 0 0 ADMINISTRATIVE AND PROGRAM SERVICES MEETINGS AND RECRUITING 6297 EAST ASIA AND THE PACIFIC 0 0 ADMINISTRATIVE AND PROGRAM SERVICES MEETINGS AND RECRUITING 46366 MIDDLE EAST AND NORTH AFRICA 0 0 ADMINISTRATIVE AND PROGRAM SERVICES MEETINGS AND RECRUITING 3238 0 0 0 0 0 0 22879186 49604 22928790 TUITION REDUCTIONS - FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN 10 58668 NON-CASH FINANCIAL AID TO STUDENTS IN STUDY ABROAD PROGRAMS IN THE FORM OF REDUCED TUITION. BOOK TUITION REDUCTIONS - FINANCIAL AID EUROPE 8 54051 NON-CASH FINANCIAL AID TO STUDENTS IN STUDY ABROAD PROGRAMS IN THE FORM OF REDUCED TUITION. BOOK AIRFARE REDUCTIONS- FINANCIAL AID AFRICA 5 17429 NON-CASH FINANCIAL AID TO STUDENTS IN STUDY ABROAD PROGRAMS IN THE FORM OF REDUCED AIRFARE BOOK 1 0 1 1 1 0 PART I, LINE 2: THE SCHOOL'S FINANCIAL AID OFFICE MAINTAINS RECORDS SUPPORTING THE SELECTION CRITERIA USED TO AWARD SCHOLARSHIPS, THE AMOUNTS AWARDED, AND THE RECIPIENTS. PART I, LINE 3: WOODBERRY FOREST SCHOOL KEEPS ITS BOOKS ON THE ACCRUAL BASIS OF ACCOUNTING. THE INFORMATION REPORTED ON SCHEDULE F IS ALSO REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. 1 THE SCHOOL AWARDS SCHOLARSHIPS IN THE FORM OF TUITION REDUCTIONS. NO FUNDS ARE PAID TO INDIVIDUALS 156 7693136 PART I, LINE 2: THE SCHOOL'S FINANCIAL AID OFFICE MAINTAINS RECORDS SUPPORTING THE SELECTION CRITERIA USED TO AWARD SCHOLARSHIPS, THE AMOUNTS AWARDED, AND THE RECIPIENTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 BYRON CJ HULSEY HEADMASTER 705403 0 0 0 25200 0 33250 0 10898 0 774751 0 0 0 ANDREW C ELLIS TREASURER 291690 0 0 0 0 0 30507 0 22084 0 344281 0 0 0 CATHERINE B WHARTON ASSISTANT HEADMASTER FOR E 267050 0 0 0 0 0 27459 0 17982 0 312491 0 0 0 KENNY W DEANE JR CHIEF OPERATING OFFICER 190261 0 0 0 0 0 19996 0 25621 0 235878 0 0 0 LAWRENCE CALLAHAN DIRECTOR OF STRATEGIC COMMUNICATIONS 158706 0 0 0 25200 0 16220 0 16799 0 216925 0 0 0 KARLA VARGAS-KENNEDY ASSISTANT HEADMASTER - ENR 159079 0 0 0 25200 0 16011 0 11791 0 212081 0 0 0 REED F DAVIS DIRECTOR OF OPERATIONS 147483 0 0 0 0 0 16173 0 25823 0 189479 0 0 0 MATHEW HASTINGS ASSISTANT HEADMASTER FOR INSTITUTION 141871 0 0 0 0 0 15061 0 28200 0 185132 0 0 0 RUSSELL LEWIS DIRECTOR OF FACILITIES 146264 0 0 0 0 0 14679 0 7340 0 168283 0 0 0 PART I, LINE 1A CERTAIN EMPLOYEES' EMPLOYMENT CONTRACTS REQUIRE THEM TO RESIDE ON THE GROUNDS OF THE SCHOOL FOR THE CONVENIENCE OF THE EMPLOYER IN ORDER TO CARRY OUT THEIR JOB DUTIES. THE FAIR RENTAL VALUE OF THE HOUSING BENEFIT IS INCLUDED IN NON-TAXABLE BENEFITS IN SCHEDULE J, PART III FOR THE APPLICABLE EMPLOYEES. A INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA 541378855 557432AE1 2016-10-27 14094791 REFUNDING 0 1 0 B INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA 541378855 2016-10-27 27405000 REFUNDING 0 1 0 C INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA 541378855 2013-09-30 10000000 CAPITAL IMPROVEMENTS 0 1 0 D INDUSTRIAL DEVELOPMENT AUTHORITY OF MADISON COUNTY VIRGINIA 541378855 557432AF8 2021-02-11 16144950 CAPITAL IMPROVEMENTS 0 1 0 A 14094791 266208 13828583 1 0 1 1 B 27405000 216250 27188750 1 0 1 1 C 10004687 10004687 2015 0 0 1 1 D 16145086 255493 15889593 2023 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 1 1 TRUIST 30.000000000000 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 X 43 695629 PUBLISHED VALUATIONS 0 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. PART I, LINE 32B: THE SCHOOL USES BROKERAGE HOUSES TO SELL DONATED SECURITIES. ORGANIZATION'S MISSION STATEMENT THE PURPOSE OF THE SCHOOL IS TO DEVELOP IN ITS STUDENTS, UNDER CHRISTIAN PRINCIPLES, A HIGH SENSE OF HONOR AND MORAL INTEGRITY, A DEEP RESPECT FOR SOUND SCHOLARSHIP, A FULL ACCEPTANCE OF RESPONSIBILITY, A LOVE OF EXCELLENCE, AND A WILL TOWARD PERSONAL SACRIFICE IN SERVICE TO OTHERS. IT IS LIKEWISE ITS MISSION, BASED ON THESE IDEALS, TO DEVELOP ITS STUDENTS INTO LEADERS, TO TRAIN ITS STUDENTS TOWARD A USEFUL CONTRIBUTION TO THE DEMOCRATIC SOCIETY IN WHICH THEY LIVE, AND TO GIVE THEM THOROUGH PREPARATION FOR THE BEST COLLEGES AND UNIVERSITIES CONSISTENT WITH THEIR INDIVIDUAL POTENTIALS. THE ABIDING CONCERN OF WOODBERRY FOREST SCHOOL IS THE PERSONAL GROWTH OF ITS STUDENTS. TO THIS END, THE SCHOOL ATTEMPTS TO PROVIDE A BROAD EXPERIENCE WITH BALANCED EMPHASIS ON THE ACADEMIC, ARTISTIC, PHYSICAL, AND SPIRITUAL DEVELOPMENT OF ITS STUDENTS. IN SO DOING, THE SCHOOL BELIEVES THAT WELL-CONCEIVED CHALLENGES, TOGETHER WITH SUPPORT AND ENCOURAGEMENT, WILL INSTILL SELF-CONFIDENCE AND A STRIVING FOR CONTINUING EXCELLENCE THROUGHOUT LIFE. WOODBERRY FOREST IS COMMITTED TO HELPING STUDENTS BECOME INDIVIDUALS WHOSE SENSE OF VALUES AND CAPACITY TO REASON EFFECTIVELY WILL ALLOW THEM TO DEAL WITH IMPORTANT INTELLECTUAL, ETHICAL, AND SOCIAL PROBLEMS AND TO LEAD REWARDING PRIVATE LIVES. IN KEEPING WITH THIS OBJECTIVE, THE FACULTY IS MORE CONCERNED WITH TEACHING STUDENTS HOW TO THINK THAN WHAT TO THINK. AS A COMMUNITY, THE SCHOOL FOSTERS AN ATMOSPHERE OF CIVILITY AND COOPERATION, URGING ITS MEMBERS TO TREAT ONE ANOTHER WITH THE RESPECT AND CONSIDERATION THEY HOPE TO RECEIVE IN RETURN. THE UNDERPINNING OF THAT EFFORT IS THE HONOR SYSTEM, WHICH IS NOT SO MUCH A RIGID CODE AS IT IS A WAY OF LIFE THAT IS FUNDAMENTAL TO THE DECENCY OF THE WOODBERRY FOREST COMMUNITY. THE SCHOOL SEEKS TO MAINTAIN A SECURE AND HEALTHY ENVIRONMENT FOR ITS STUDENTS TO GO ABOUT THE PROCESS OF GROWING AND LEARNING, IN THE HOPE THAT EVERY STUDENT WILL COME TO THINK OF WOODBERRY FOREST AS A SECOND HOME. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES, AND POTENTIAL CONFLICTS ARE DISCLOSED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 HEADMASTER AND OFFICER COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES. COMPARABLE DATA FROM INDEPENDENT SCHOOL SURVEYS ARE USED TO DETERMINE FAIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 AND 990-T ARE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 26 CHARITABLE SPLIT INTEREST TRUSTS INVESTMENTS VA TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0