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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
CONCORD ACADEMY
 
Employer identification number
04-1200600
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018
Page 2

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) TUITION GRANTS 95   4,256,217 DIFFERENCE AFTER EXPECTED FAMILY CONTRIBUTION PER FINANCIAL AID (FA) GRANTS DEDUCTED FROM SCHOOL TUITION
(2) MUSIC LESSON FINANCIAL AID 39   54,988 PERCENTAGE OF FINANCIAL AID AWARD FINANCIAL AID DEDUCTED FROM MUSIC LESSON FEES
(3) HEALTH INSURANCE FINANCIAL AID 34   56,697 PERCENTAGE OF FINANCIAL AID AWARD FINANCIAL AID DEDUCTED FROM STUDENT HEALTH INSURANCE COSTS
(4) MONTHLY SUPPLEMENTAL FOR INCIDENTALS 36 16,100      
(5) TRAVEL EXP REIMB. - FA PARENT/GUARDIAN TO/FROM CA EVENTS 10 1,596      
(6) TRAVEL EXPS - FA STUDENTS TIX PURCHASED ON THEIR BEHALF TO/FROM HOME; SUMMER PROGRAM/TRAVEL EXPENSE 10 4,053      
(7) FA STUDENTS COMPUTER GRANTS/COMPUTER SUPPLIES 25 10,463 7,788 CASH REIMBURSEMENTS SUPPLIES PURCHASED FOR STUDENTS BY DIRECTOR OF FA ON STUDENT'S BEHALF
(8) ACTIVITIES ACCOUNT GRANTS 99   136,723 ESTIMATE FOR STUDENT RELATED BOOK AND INCIDENTAL EXPENSES FA DEDUCTED FROM STUDENT INCIDENTAL CHARGES
(9) STUDENT TRIP GRANTS 28   60,570 % OF FA AWARD FA DEDUCTED FROM TRIP EXPENSES
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: CONCORD ACADEMY AWARDED FINANCIAL ASSISTANCE TO 99 STUDENTS INCLUDING TUITION GRANTS AND ASSISTANCE FOR MUSIC LESSONS, HEALTH INSURANCE, BOOKSTORE PURCHASES, TRANSPORTATION AND MISCELLANEOUS EXPENSES. ASSISTANCE IS AWARDED ON A FINANCIAL NEED BASIS THROUGH THE FINANCIAL AID OFFICE. BOTH THE FINANCIAL AID DIRECTOR AND THE FINANCE OFFICE STAFF ADMINISTER AND MONITOR ALL GRANTS AND STUDENT SPENDING ON A MONTHLY BASIS. THE FINANCIAL AID DIRECTOR MEETS MONTHLY WITH EACH FINANCIAL AID RECIPIENT TO REVIEW SPENDING.
Schedule I (Form 990) 2018



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