St. Christopher's School Foundation

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St. Christopher's School Foundation General Information Contact Information Nonprofit St. Christopher's School Foundation Address 711 St. Christopher's Road Richmond, VA 23226 Phone 804 282-3185 5314 Fax 804 285-3914 Web Site www.stchristophers.com Facebook facebook.com/stcva Twitter @stcva At A Glance Year of Incorporation 1994 Organization's type of tax exempt status Public Supported Charity 1

Statements & Search Criteria Mission The St. Christopher's School Foundation is organized to promote the welfare of organizations that qualify as exempt organizations to include the educational ministry and development of St. Christopher's School. St. Christopher's School prepares a talented and diverse group of boys for college and for life in an everchanging world. Through a rigorous academic program and a supportive community experience, the School fosters personal integrity and honor, the achievement of each boy's full potential, love of learning, spiritual growth, respect for others, leadership and civic responsibility. St. Christopher's strives for excellence and seeks to make an enduring difference in the lives of its boys. Background Dr. Churchill Gibson Chamberlayne founded St. Christopher s School in 1911 as The Chamberlayne School. With Dr. Chamberlayne as its first Headmaster, the school opened with 16 boys and was located at 3311 Grove Avenue. The school moved to its present location on St. Christopher s Road in Richmond in 1914. On June 11, 1920, a system of church schools was established by the Episcopal Diocese of Virginia, at which time The Chamberlayne School was renamed St. Christopher's School. The spirit of the old school and its motto remained the same: the fear of the Lord is the beginning of wisdom. Dr. Chamberlayne was succeeded by Dr. John Page Williams in 1940, Robert Wilder Bugg in 1951, Warren P. Elmer in 1964, George J. McVey in 1973, and Charles M. Stillwell in 1998. St. Christopher's is one of six schools in Church Schools in the Diocese of Virginia. The other schools are St. Catherine s School in Richmond, Christchurch School in Christchurch, St. Margaret s School in Tappahannock, St. Stephen s & St. Agnes School in Alexandria, and Stuart Hall in Staunton. Impact Economic circumstances in recent years provided an opportunity for St. Christopher's to demonstrate an ongoing commitment to preserving the integrity and quality of the School's program. The experience of the boys each day has never wavered. They have continued to benefit from special relationships with their teachers that are reinforced in our small classes, the breadth of our academic program, and an important array of opportunities for extracurricular and community involvement. During this time of examination and self-reflection, it has become especially clear that our mission to educate the "Whole Boy" and to foster the academic skills and personal qualities that will prepare boys to serve as effective and meaningful leaders in this changing, 21st century world has never been more important. As new situations and circumstances arise, our boys will rely on the intelligence, strength of character, commitment to serving others, and ability to work collaboratively to solve challenging and complex problems that they developed while at St. Christopher's. Needs Increase endowment for curriculum and programming innovations related to the Strategic Plan and Second Century Vision. Areas Of Service Areas Served 2

Areas Metro Richmond Tri-cities Region Richmond, City Ashland Chester Chesterfield County Colonial Heights, City Goochland County Hanover County Henrico County Hopewell, City Matoaka Petersburg, City Powhatan County Prince George County Charles City County Service Categories Elementary & Secondary Schools 3

Board & Governance Board Chair Board Chair Mr. Edward W. Valentine Company Affiliation Harris Williams & Co. Term July 2010 to June 2020 Email nvalentine@harriswilliams.com Board Members Name Affiliation Status Mr. Farhad Aghdami Williams Mullen Voting Mr. Peter S. Alcorn Kjellstrom & Lee, Inc. Voting Mr. Samuel M. Bemiss Ewing Bemiss & Co. Voting Mr. Christopher B. Boggs Property Investment Advisors Voting Mrs. Allison Sewell Bridges Shine Blowdry Bar, LLC Voting Mr. J. Stefan Cametas Alere, Inc. Voting Mr. I. Lee Chapman IV Davenport & Company LLC Voting Dr. David H. Charlton Church Schools in the Episcopal Diocese of Virginia Voting Mr. Peter C. Durette MeadWestvaco Voting Mrs. Krissy M. Gathright Community Volunteer Voting Mr. David B. Hale University of Richmond Voting Mr. Cleighton L. Hilbert Jr. Davenport & Company Voting Dr. Lydia J. Johnson Dermatology Associates of VA, PC Voting Mr. William A. Krusen III Falcon Affiliates Voting Mr. R. Wheatley McDowell Richmond Capital Management Voting Mr. Lewis N. Miller Jr. Retired Voting Mr. G. Gilmer Minor III Owens & Minor, Inc. Voting Ms. Dena Frith Moore Community Volunteer Voting Mr. Thurston R. Moore Hunton & Williams LLP Voting Mr. Robert G. Reynolds Reynolds Development Voting Dr. Pamela J. Royal Royal Dermatology Voting Mr. Louis F. Ryan Community Volunteer Voting Mr. I. Todd Stanley Royall & Company Voting Mr. Marshall D. Tucker Troutman Sanders Voting Mr. Edward W. Valentine Community Volunteer Voting Mr. Thomas B. Valentine Wells Fargo Advisors Voting Mrs. Ashley Wallace Community Volunteer Voting Mrs. Karen H. Welch Spider Management Company Voting Mr. T. Spencer Williamson Intelliject, Inc. Voting Mrs. Karen F. Wise Community Volunteer Voting 4

Board Demographics - Ethnicity African American/Black 3 Asian American/Pacific Islander 0 Caucasian 27 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 22 Female 8 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 0 Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 46 Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 6 Additional Board Members Name Mr. Matthew T. Akin Mr. Samuel B. Bemiss Mr. Turner A. M. Bredrup Mr. Matthew B. Engel Mr. Jack E. Fockler Jr. Mr. Brett P. Hawkins Mr. Mason Lecky Mr. R. Wheatley McDowell Mr. David S. Reynolds Mr. Matthew G. Thompson Mr. Edward W. Valentine Mr. E. Carlton Wilton Jr. Affiliation Ewing Monroe Bemiss & Co. Harris Williams & Co. Harris Williams & Co. Royce & Associates Thompson Siegel & Walmsley LLC Richmond Capital Management Thompson Siegel & Walmsley LLC Harris Williams & Co. Wilton Capital Comments 5

MThe Advisory Board members listed above reflect the St. Christopher's School Foundation Board. 6

Management Executive Director/CEO Executive Director Mr. D. Mason Lecky Term Start July 2016 Email LeckyM@stcva.org Former CEOs Name Term Mr. George J. McVey July 1972 - June 1997 Mr. Charles M. Stillwell July 1998 - June 2016 Senior Staff Name Mrs. Susan L. Cox Mr. Warren Hunter Mr. James W. Jump Mrs. Carol Logue Dr. Sarah K. Mansfield Mr. Cary C. Mauck Mr. David H. Menges Mr. David S. Reynolds Mrs. Delores Q. Smith Mr. Anthony J. Szymendera Mr. Davis S. Wrinkle Title Marketing and Communications Director College Counseling Director and Academic Dean Extended Day Head Asst. Head of School for Curriculum and Leadership Programming Admissions Director Lower School Head Business Manager Development Director Upper School Head Alumni Director Staff Full Time Staff 0 Part Time Staff 0 Volunteers 0 Contractors 0 Retention Rate 0 Plans Organization has a Strategic Plan? Years Strategic Plan Considers 7 Date Strategic Plan Adopted May 2007 Management Succession Plan? Organization Policy and Procedures 7

Nondiscrimination Policy Document Destruction Policy Directors and Officers Insurance Policy 8

Financials Fiscal Year July Fiscal Year 2018 Projected Revenue $6,770,476.00 Projected Expenses $4,222,572.00 Endowment Value 61600000 Percentage (if selected) 0% s Detailed Financials Revenue and Expenses Total Revenue $3,240,664 $6,770,476 $11,640,064 Total Expenses $6,384,473 $6,303,757 $7,149,527 Revenue Sources Foundation and Corporation -- -- -- Contributions Government Contributions $0 $0 $0 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified -- -- -- Individual Contributions $4,342,114 $4,087,368 $4,530,134 Indirect Public Support -- -- -- Earned Revenue -- -- -- Investment Income, Net of Losses ($1,356,730) $2,092,112 $7,355,948 Membership Dues -- -- -- Special Events -- -- -- Revenue In-Kind $596,622 $589,470 -- Other ($341,342) $1,526 ($246,018) 9

Expense Allocation Program Expense $5,570,300 $5,511,572 $6,923,529 Administration Expense $217,551 $202,715 $225,998 Fundraising Expense $596,622 $589,470 -- Payments to Affiliates -- -- -- Total Revenue/Total Expenses 0.51 1.07 1.63 Program Expense/Total Expenses 87% 87% 97% Fundraising Expense/Contributed Revenue 14% 14% 0% Assets and Liabilities Total Assets $66,082,440 $69,591,587 $68,969,475 Current Assets $4,360,567 $4,666,852 $5,609,647 Long-Term Liabilities $3,669,977 $3,981,407 $3,812,041 Current Liabilities $590,269 $644,177 $658,150 Total Net Assets $61,822,194 $64,966,003 $64,499,284 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 7.39 7.24 8.52 Long Term Solvency Long-Term Liabilities/Total Assets 6% 6% 6% Top Funding Sources Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? No Campaign Purpose The campaign objective is to fund the creation of a student leadership center in the heart of campus and to fund endowment for faculty compensation and student financial aid. The Luck Leadership Center will replace an outdated and under-sized dining facility while also providing spaces for student support services, arts classrooms, practice rooms and a performance hall. Goal 30000000 Dates July 2007 to 0 Amount Raised To Date 45000000 as of June 2016 State Charitable Solicitaions Permit Permit? Exempt 0 Comments Foundation Comments 10

and audit prepared by Cherry Bekaert, LLP. Financial analysis performed with audit. Created 01.21.2018. Copyright 2018 The Community Foundation Serving Richmond & Central Virginia 11