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E.A.

Farren, Limited

 
 
 
 
 
 
 
Gordonstoun  Nova  Scotia  
Strategic  Business  Plan  
August  9,  2018  
 
 

P.O. Box 306, Saint John, N.B., Canada E2L 3Y2 T(506)652-2100 F(506) 652-2101
Contents  
Introduction  ................................................................................................................................................  3  
Annapolis  County  and  Valley  Profile  ...........................................................................................................  3  
The  E.A.  Farren,  Limited  Team  ....................................................................................................................  4  
Historic  Connection  .....................................................................................................................................  4  
School  Background  ......................................................................................................................................  5  
Kurt  Hahn’s  Educational  Philosophy  ...........................................................................................................  6  
Notable  Gordonstoun  Alumni  .....................................................................................................................  7  
Gordonstoun  in  Nova  Scotia   .......................................................................................................................  8  
The  International  Baccalaureate  and  Round  Square  Programs  ..................................................................  9  
Gordonstoun  Franchise  Support  ...............................................................................................................  10  
School  Accreditation  .................................................................................................................................  11  
Management  Structure  .............................................................................................................................  11  
Approach  to  Staffing  .................................................................................................................................  14  
Market  Feasibility  ......................................................................................................................................  14  
Student  Recruitment  ............................................................................................................................  14  
Location  ................................................................................................................................................  15  
Political  Support  ........................................................................................................................................  16  
Construction  Summary  ..............................................................................................................................  17  
Approach  to  Construction  .........................................................................................................................  19  
Gordonstoun  Nova  Scotia  Timelines  .........................................................................................................  20  
Year  1  Actions  2018  ..............................................................................................................................  20  
Year  2  Actions  2019  ..............................................................................................................................  21  
Year  3  Actions  2020  ..............................................................................................................................  21  
Year  4  Actions  2021  ..............................................................................................................................  22  
Year  5  Actions  2022  ..............................................................................................................................  22  
Student  Recruitment  and  Educational  Timelines  ......................................................................................  23  
Tuition  and  Fees  Policy  ..............................................................................................................................  24  
Estimated  Cost  ..........................................................................................................................................  25  
Financial  Summary  ....................................................................................................................................  26  
Key  Financial  Assumptions  ........................................................................................................................  27  
Financing  Strategy  .....................................................................................................................................  28  
P  &  L  Statements:  The  First  Three  Years  ...................................................................................................  30  
P  &  L  Statement:  Full  Enrollment  ..............................................................................................................  34  
Due  Diligence  and  Accountability  ..............................................................................................................  35  
Appendix  A  –  Gordonstoun  Franchise  Task  List  ....................................................................................  36  
Appendix  B  –  Market  Feasibility  Gilbert  McGloan  Gillis  .......................................................................  41  
Appendix  C  –  Income  Statement  ........................................................................................................  116  
Appendix  D  –  Balance  Sheet  ...............................................................................................................  117  
Appendix  E  –  Statement  of  Cash  Flows  ..............................................................................................  118  

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Introduction  
E.A.   Farren,   Limited,   Project   Developer   for   Gordonstoun   Nova   Scotia,   submits   the   following  
document  that  outlines  the  business  plan  for  the  development  and  operation  of  Gordonstoun  
Nova   Scotia   (“The   School”)   that   is   being   developed   to   take   its   place   as   a   world   class  
international  private  school  located  in  Bridgetown,  Nova  Scotia.  
 
Gordonstoun  Nova  Scotia  will  operate  under  a  franchise  agreement  with  Gordonstoun  Schools  
Limited,  Elgin,  Morayshire,  Scotland,  itself  a  world  leader  in  the  education  of  youth  and  whose  
educational   philosophies   established   under   its   founder,   Dr.   Kurt   Hahn,   have   given   rise   to  
several  other  world  class  schools  founded  by  him  and  remain  rooted  in  the  Hahnian  tradition  
that  is  described  herein.      
 
This  document  is  intended  to  demonstrate  the  viability  of  developing  and  operating  The  School  
in   Annapolis   County,   Nova   Scotia   while   incorporating   leading   edge   technologies   and   cost  
efficient   energy   efficiencies   in   both   the   teaching   and   living   conditions   of   the   School.   This  
document   will   give   financial   capital   providers   insight   on   the   methodologies   and   facilities   that  
will  underpin  the  successful  operation  of  Gordonstoun  Nova  Scotia  as  an  international  centre  of  
excellence  for  the  education  and  personal  development  of  today’s  youth  recruited  worldwide  
to  its  classrooms.  
 
Gordonstoun  Nova  Scotia’s  success  is  being  built  upon  replicating  and  strictly  adhering  to  the  
ethos   and   branding   successfully   developed   through   84   years   of   operation   of   the   historically  
influential  and  internationally  recognized  Mother  School,  Gordonstoun,  located  in  Duffus,  Elgin,  
Morayshire,   Scotland   (www.gordonstoun.org.uk)   of   which   Gordonstoun   Nova   Scotia   will   be   a  
proud  member.  
 
Annapolis  County  and  Valley  Profile  
The   County   of   Annapolis   and   the   Annapolis   Valley   offer   a   unique   urban-­‐rural   vista   for   residents  
and   visitors   alike   to   explore   along   the   Province   of   Nova   Scotia’s   majestic   Bay   of   Fundy   coast  
that  is  located  along  the  northwestern  part  of  the  province.  

The  Annapolis  Valley  is  comprised  of  internationally  competitive  hillside  vineyards  and  wineries,  
ancient   river   valleys,   historic   towns   and   villages,   rolling   farmland,   British   and   French   colonial  
fortifications,  and  First  Nations  communities.  

Recreational   and   educational   opportunities   are   readily   found   in   museums,   coastal   and   lake  
beaches,   provincial   parks   and   national   historic   sites.   Walking   trails,   outdoor   camping,   Bay   of  
Fundy   and   ocean   sailing,   and   winter   sports   activities   abound   amidst   nationally   and  
internationally  recognized  educational  institutions  and  excellent  healthcare  services.  

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The  E.A.  Farren,  Limited  Team  
E.A.   Farren,   Limited’s   team   that   will   draw   the   Gordonstoun   Nova   Scotia   project   together   is  
comprised  of:  

1. An  internationally  experienced  team  in  financial  banking  and  international  financial  law  
working  with  European-­‐based  Banking,  Non-­‐Banking,  and  Wealth  Management  lenders.  
2. An   internationally   recognized   team   providing   due   diligence   in   accountancy,   auditing,  
and  project  management.  
3. An   internationally   recognized   team   experienced   in   architectural   and   site   Master   Plan  
design.  
4. An   internationally   experienced   team   in   Net   Zero   Energy   Efficiency   building   and  
construction   with   more   than   30,000   subscribers   internationally   including   France,  
Germany,  and  Switzerland.  
5. An   internationally   experienced   team   in   International   Baccalaureate   (IB)   accreditation,  
National   Association   of   Independent   Schools   (NAIS)   and   Canadian   Association   of  
Independent   Schools   (CAIS)   accreditation,   and   in   classroom   and   learning   space  
requirements.  
6. A   nationally   recognized   team   experienced   in   hotel,   restaurant,   and   educational  
institution    food  and  non-­‐food  facilities  design  and  equipment  requirements,  menu  and  
healthy  foods  planning,  ecodiverse  culinary  food  chain  supplies,  and  the  development  of  
on-­‐site  growth  of  eco-­‐sustainable  food  supplies.  
7. An  internationally  experienced  team  in  student  recruitment  and  in  working  in  all  parts  
of  the  global  community.  
 

Historic  Connection  
An  historic  connection  exists  between  Gordonstoun,  then  the  home  of  Sir  Robert  Gordon,  and  
Nova   Scotia   and,   hence,   with   Gordonstoun   Nova   Scotia.   Sir   Robert   was   created   Scotland’s  
Premier  Baronet  of  Nova  Scotia  on  28  May  1625  and  granted  16,000  acres  on  the  coast  of  Nova  
Scotia   which   were   erected   into   a   barony.   Sir   Robert   had   arranged   the   Awards   of   this   Honour   in  
order  to  finance  the  development  of  the  Colony  that  is  now  the  Province  of  Nova  Scotia.  
 
The   coat   of   arms   of   the   baronetcy   of   Nova   Scotia   is   situated   on   the   west   gable   of   Gordonstoun  
House,   now   the   administrative   building   of   Gordonstoun   and   will   be   replicated   in   the  
Administration  Building  of  Gordonstoun  Nova  Scotia  that  is  to  be  named  Sir  Robert  Gordon  Hall.    

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School  Background  
Gordonstoun  Nova  Scotia  is  being  established  as  a  member  of  Gordonstoun  Schools  Limited  for  
the   education   of   youth   aged   16   to   19   years   and   built   to   operate   internationally   as   a   Not-­‐for-­‐
profit   school   based   on   the   ethos   and   brand   of   Gordonstoun   School,   Morayshire,   Scotland,  
founded   by   Dr.   Kurt   Hahn   who   was   decisively   influential   internationally   in   broad   curriculum  
education  and  personal  development.    
 
Dr.   Hahn   had   served   in   the   German   Foreign   Ministry   during   World   War   1   and,   realizing   the  
necessity  of  lasting  peace  toward  the  end  of  the  war,  promoted  the  appointment  of  and  served  
as   Private   Secretary   to   Prince   Max   von   Baden,   the   last   Imperial   Chancellor   of   Germany   and  
Prime   Minister   of   Prussia.   It   was   during   his   wartime   experience   that   Dr.   Hahn   saw   broad  
curriculum   education   and   personal   development   as   a   vehicle   through   which   to   develop   a  
generation  of  people  desirous  of  international  peace  and  cooperation.  
 
Friedrich  Ebert,  head  of  the  Socialist  Party  (SPD)  in  Germany  had  attempted  to  persuade  Prince  
Max  to  become  Regent  of  Germany  which  Prince  Max  declined.  Both  Prince  Max  and  Dr.  Hahn  
retired   to   Salem,   Germany   where   Dr.   Hahn   founded   Schule   Schloss   Salem   School   in   1920   in  
cooperation  with  Prince  Max.  
 
Dr.   Hahn   very   publicly   broke   with   Hitler   and   was   imprisoned   in   1933   for   five   days   during   which  
time  British  Prime  Minister  Ramsay  MacDonald  successfully  appealed  for  his  release.  Dr.  Hahn  
immediately  moved  to  Britain  in  March  1933  where  he  founded  Gordonstoun.    
 
Through   his   educational   vision   and   philosophy,   Dr.   Hahn   also   founded   the   Outward   Bound  
movement   in   1941,   the   Duke   of   Edinburgh   Award   Scheme   in   1956,   Trevelyan   Scholarships   in  
1958,   Atlantic   College   in   Wales   and   the   United   World   Colleges   movement   in   1962,   the   Medical  
Commission   for   the   Prevention   of   Accidents   in   1964,   and   an   international   organization   of  
schools,  now  called  Round  Square.    
 
Following   World   War   ll,   Dr.   Hahn   founded   several   other   boarding   schools   based   on   the  
principles  of  Salem  and  Gordonstoun  including  Anavrytna  in  Greece  and  Louiselund  in  Germany  
in   1949,   Rannoch   School   in   Scotland   and   Box   Hill   in   England   in   1959.   These   schools   were  
followed   by   the   International   School   Ibadan   founded   in   Nigeria   in   1963   and   The   Athenian  
School   in   Danville,   California   in   1965.   In   addition,   his   philosophies   and   brand   provided   the  
foundation  framework  for  the  Kurt  Hahn  Expeditionary  School  in  Brooklyn,  New  York,  in  2007.    
 
Kurt  Hahn  retired  from  Gordonstoun  and  returned  to  Hermannsberg,  Germany,  near  Salem  in  
1953.   He   died   there   in   1974   and   was   buried   in   Salem.   The   building   housing   both   the   library  
resource  centre  and  the  learning  centre  designed  to  assist  students  of  Gordonstoun  Nova  Scotia  
through  hurdles  in  their  studies  will  be  named  The  Kurt  Hahn  Learning  Centre  in  his  memory.  
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Kurt  Hahn’s  Educational  Philosophy  
Kurt   Hahn’s   views   on   world   affairs   and   the   necessity   of   peace   and   new   approaches   to  
interactions  between  nations  through  education  were  shaped  by  his  experiences  in  the  German  
Imperial   Ministry   of   Foreign   Affairs   and   in   his   work   as   Private   Secretary   to   Prince   Max   von  
Baden,  last  Imperial  Chancellor  of  Germany.  What  then  is  Kurt  Hahn’s  educational  philosophy  
upon  which  Gordonstoun  Nova  Scotia  is  founded  and  rooted?  
 
Kurt   Hahn   believed   that   the   principal   task   of   education   is   to   ensure   the   survival   of   five  
fundamental  qualities  in  meeting  the  generational  challenges  in  respect  to  personal  growth  and  
international  cooperation  leading  to  peace  and  development  among  nations,  namely:  
1. An  enterprising  curiosity  within  individuals.  
2. An  undefeatable  spirit  in  meeting  challenges.  
3. Tenacity  in  the  pursuit  of  goals.  
4. Readiness  for  sensible  self  denial,  and  
5. Above  all,  understanding  and  compassion  for  others.  
 
The  impact  of  these  five  qualities  Kurt  Hahn  espoused  is  best  exemplified  in  an  Address  he  gave  
at  the  Founding  Day  Ceremony  of  the  Athenian  School  in  Danville,  California  in  1965  in  which  
he  stated  it  was  the  community  of  “remarkable  boys  and  girls”  at  Salem  School  who  “proved  
their  mettle”  when  “they  saved  the  school  from  extinction  by  Hitler.”  The  successors  of  these  
students   protected   Salem   “against   the   corruption   by   Hitler”   until   1944   when   it   was   finally  
Nazified  and  to  be  re-­‐opened  again  after  the  war.  
 
Accordingly,  Dr.  Hahn  believed  that  schools  should  build  up  in  the  young  a  healthy  resistance  
against  the  tempting  declines  which  surround  them  including  listlessness,  subversive  anger,  and  
scepticism.  His  prescriptive  cures  for  these  tempting  declines  were:  
1. A   morning   break   devoted   to   athletic   training   designed   to   keep   the   joy   of   movement  
alive  and  which  is  often  extinguished  in  adolescence.  Kurt  Hahn  believed  in  training  in  
jumping,  throwing,  and  running  because  jumping  develops  decision;  throwing,  strength;  
running,  the  power  to  tap  one’s  hidden  reserves.  
2. The  expedition,  whether  a  canoeing,  riding,  sailing,  or  climbing  expedition,  that  should  
give  young  people  the  experience  of  being  alone  because  in  solitude  one  naturally  looks  
back,  one  also  thinks  and  dreams  ahead  and  one  finds  it  difficult  to  conveniently  forget  
what   one   should   remember.   It   is   through   the   expedition   that   one   learns   they   are  
needed  as  part  of  the  team  by  giving  help  to  a  fellow  man  in  danger  with  the  result  that  
compassion  becomes  the  master  motive  in  one’s  life.  
3. The  project,  projects  chosen  by  the  pupil,  projects  of  art,  music,  craftsmanship,  and  in  
the  last  year  of  school,  mainly  projects  of  research  demanding  victorious  patience  and  
tenacity   of   purpose   that   often   bring   to   light   a   hidden   creativity.   Kurt   Hahn   recognized  
the   importance   of   examinations   because   they   train   willpower   and   the   young   develop  
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and  test  the  alertness  of  mind  in  preparing  for  them  but  he  also  recognized  that  projects  
of  research  can  lead  to  the  discovery  of  intellectual  reserves  which  school  exams  often  
fail  to  recognize.  
4. Service   to   community,   again   “you   are   needed,”   whether   it   be   rendered   on   dramatic  
occasions   most   particularly   in   rescue   service   and   the   training   which   it   demands   in   ski  
patrol,  surf  lifesaving  and  coast  guard  or  through  voluntary  workers  bringing  relief  to  the  
blind,   the   old,   and   the   lonely   and   through   volunteerism   in   hospitals   and   approved  
schools  whether  in  math  or  in  reading.  
 
Consequently,   Dr.   Hahn   placed   great   value   in   experiential   education   because   he   fundamentally  
believed  it  is  through  this  process  that  individual  students  accept  within  themselves  that  “there  
is  more  within  you  than  you  think”  and  gives  rise  to  the  belief  that  we  each  have  more  courage,  
more   strength,   and   more   compassion   within   us   than   we   would   have   believed.       It   was   Kurt  
Hahn’s  mission  to  help  people  around  the  world  believe  these  truths  about  themselves  through  
the  experiential  and  broad  curriculum  ethos  and  brand  he  formulated.  
 

Notable  Gordonstoun  Alumni        
The  Gordonstoun  ethos  and  brand  shaped  and  developed  by  Dr.  Kurt  Hahn  and  carried  forward  
by  his  successors  at  Gordonstoun  through  the  succeeding  decades  has  had  a  significant  impact  
upon  the  education  and  lives  of  many  individuals  including:  
HRH  Charles,  Prince  of  Wales,  
HRH  Prince  Philip,  Duke  of  Edinburgh,  
HRH  Prince  Andrew,  Duke  of  York,  
Paul  Balthazar  Getty,  American  Film  Director,  
Zara  Anne  Phillips,  MBE,  British  Equestrian,  
Duncan  Zowie  Haywood  Jones,  English  Film  Director,  Film  Producer,  and  Screenwriter,  
Jason  Joseph  Connery,  Scottish  Actor,  
Mark  Arnold-­‐Forster,  DSO,  DSC,  English  Journalist  and  Author,  
Allan  Scott,  Scottish  Screenwriter  and  Producer,  
Oona  Castilla  Chaplin,  Spanish  Actress,  
Vice  Admiral  Sir  James  Weatherall,  KCVO,  KBE,  
Selim  Jehan  Shah,  Manchester-­‐based  Businessman,  
Jonathan  Harmsworth,  4th  Viscount  Rothermere,  
Ross  Benson,  Journalist,  
Barry  Cooper,  Musicologist,  
Michael  Shea,  Diplomat,  
Charles  Kennedy,  Economist,  
Peter  Ebert,  Opera  Director,  
Preston  Mommsen,  Scottish  Cricketer.  
 
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Gordonstoun  in  Nova  Scotia  
Gordonstoun  Nova  Scotia’s  mission  is  to  reflect  the  Hahnian  educational  philosophy  through  a    
four-­‐year   broad   curriculum   program   of   core   classroom   studies,   sports   and   outdoor   learning  
activities  that  is  enhanced  through  community  and  international  volunteerism.  
 
The  Gordonstoun  Nova  Scotia  educational  experience  based  in  Annapolis  County,  Nova  Scotia  is  
presented  through  high  academic    and  extracurricular  expectations  and  opportunities  in  which  
life   in   the   boarding   community   and   academic   achievement   in   the   International   Baccalaureate  
(IB)  and  Gordonstoun  broad  curriculum  program  are  equally  emphasized.    
 
The   Hahnian-­‐based   broad   curriculum   is   designed   to   instill   in   students   the   confidence   to   carry  
themselves   inspirationally   and   effectively   through   quality   classroom   learning   experiences,  
mentorship  from  internationally  qualified  teaching,  sports,  and  outdoor  learning  staff,  and  the  
spirit  of  teamwork  promoted  throughout  the  school  so  they  can  successfully  navigate  their  way  
through  life’s  exciting  challenges  and  great  opportunities.  
 
The   democratic   ethos   of   school   life   and   discipline   at   Gordonstoun   Nova   Scotia   will   be   based   on  
the  experiential  education  principles  of  Kurt  Hahn  and  placed  in  the  hands  of  elected  students  
under   the   guidance   of   staff.   Breaches   of   discipline   will   be   jointly   dealt   with   by   the   School  
Administration   and   the   elected   leaders   of   the   student   body   in   what   is   called   the   Leadership  
Council.  
 
Gordonstoun   Nova   Scotia’s   aim   through   its   broad   curriculum   processes   is   to   build   personalities  
who   respect   the   individual,   act   responsibly   for   the   environment,   and   who   will   live   and  
encourage  the  democratic  ideal.  
 
The  broad  curriculum  at  Gordonstoun  Nova  Scotia  will  include:  
1. Art,  Music  including  Pipe  Band,  Drama,  and  Dance.  
2. Sciences  –  Biology,  Physics,  Chemistry.  
3. Math,  History,  Geography,  and  Business.  
4. Languages  including  English,  French  and  German.  
5. Computer  Science  including  coding.    
6. STEAM  (Science,  Technology,  Engineering,  Arts,  Math)  and  FLL  Robotics  research.  
7. Sports  activities  including  soccer,  basketball,  volleyball,  swimming,  cross  country  
running,  high  jump,  Nordic  skiing,  and  downhill  skiing.  
8. Outdoor  education  under  certified  experts  including  Outward  Bound,  outdoor  camping,  
expeditions,  learning  to  sail  (dinghies),  sail  training  (ocean),  and  sea  kayaking.  
9. Community  service  including  senior  citizen  service  projects,  scouting  leadership  and  
community  volunteerism,  community  performances  in  Pipe  Band,  instrumental  and  
choral  music,  drama,  and  dance  and  in  regional  and  national  performances.  
10. International  service  projects.  
 

8  

 
The   core   classroom   subjects   will   be   taught   by   teachers   qualified   to   a   minimum   of   Master’s  
degree  in  their  subject  area  and  will  be  examined  in  conformity  with  the  academic  standards  of  
the   IB   (International   Baccalaureate)   Global   Centre   in   Bethesda,   Maryland,   U.S.A.   and   the   IB  
Assessment  Centre  in  Cardiff,  Wales.    

All  students  must  participate  in  community  service  and  in  a  regular  program  of  sports  and/or  
outdoor  pursuits  including  Outward  Bound.  Participation  in  the  broad  curriculum  programs  in  
music,  theatre,  dance,  and  visual  arts  is  strongly  encouraged.  

The  sports,  outdoor  education  and  academic  components  of  the  broad  curriculum  will  be  led  by  
noted   and   highly   qualified   figures   in   each   of   their   fields   who   will   mentor   and   afford   students  
the   opportunity   to   participate   in   local,   regional,   and   national   academic,   sports   and   outdoor  
education  and  competitive  events.  

It  is  through  participatory  and  mentored  events  led  in  a  spirit  of  teamwork  by  highly  qualified  
individuals   in   sports,   culture,   and   the   academic   program   that   the   Gordonstoun   Nova   Scotia  
broad  curriculum  will  prepare  its  students  not  only  for  examinations;  it  will  prepare  them  for  
life   with   a   strong   moral   character   and   the   ability   to   problem-­‐solve   and   collaborate   as   global  
citizens.  

Gordonstoun  Nova  Scotia  will  be  a  provincially-­‐accredited,  independent,  non-­‐profit  institution  
in   franchise   agreement   with   Gordonstoun   with   600   students   when   fully   enrolled.   The  
atmosphere   at   Gordonstoun   Nova   Scotia   will   be   cosmopolitan   with   1/3rd   enrollment   coming  
from   Canada   and   the   United   States,   1/3rd   from   Europe,   and   1/3rd   from   remainder   of   the   world.  
This   cosmopolitan   atmosphere   will   be   enhanced   by   highly   qualified   and   motivated   staff  
members   who   will   come   from   several   countries.   The   School   will   be   certified   by   the   National  
Association   of   Independent   Schools   (NAIS)   and   the   Canadian   Association   of   Independent  
Schools  (CAIS).  
 

The  International  Baccalaureate  and  Round  Square  Programs  
The   International   Baccalaureate   program   provided   by   Gordonstoun   Nova   Scotia   is   an  
internationally   recognized   academic   program   that   is   accepted   by   the   Department   of   Education,  
Province  of  Nova  Scotia,  for  certification  of  private  schools  operating  within  the  Province.    
 
The  International  Baccalaureate  (IB)  and  DP  programs  offer  important  benefits  to  each  student  
successfully  completing  the  IB  program  of  studies,  namely:  
1. Advanced  standing  for  acceptance  to  leading  universities.  
2. University  course  credit  for  subjects  successfully  completed  as  part  of  the  IB  and  DP  
programs.  
3. Scholarships  that  will  be  offered  as  part  of  the  university  admission  process.  
4. Other  admissions-­‐related  benefits  at  many  leading  universities.  
 

9  

 
The   School   will   also   be   a   participating   member   of   the   Round   Square   movement   under   the  
leadership   of   Round   Square,   Windsor,   United   Kingdom.   Round   Square   was   founded   at  
Gordonstoun,   Scotland   and   facilitates   and   maintains   a   worldwide   network   of   180   schools  
engaged  in  Round  Square  either  as  members  or  as  candidates  that  are  located  in  50  countries.  
 
The   Round   Square   network   offers   its   members   a   framework   for   excellence   and   continuous  
improvement   along   with   structured   opportunities   to   collaborate   and   share   rich   experiences  
with  like-­‐minded  peers  around  the  world.  This  opportunity  will  amplify  the  impact  of  living  at  
the  School  and  will  provide  an  even  more  enriching  experience  that  shapes  the  lives  of  those  
who  pass  through  Gordonstoun  Nova  Scotia.  
 
Consequently,   students   will   be   afforded   every   opportunity   through   the   Round   Square  
movement  and  the  broad  curriculum  offered  by  Gordonstoun  Nova  Scotia  to  achieve  in  ways  
and   to   levels   beyond   their   perceived   limits   in   a   manner   that   is   in   conformity   with   Gordonstoun  
Schools  Limited’s  motto  that  Plus  est  en  Vous  (More  is  in  you).  This  approach  will  enhance  the  
ability   of   Gordonstoun   Nova   Scotia   students   to   create   a   blueprint   in   their   own   lives   for  
succeeding  in  all  of  life’s  personal  and  professional  challenges.  
 

Gordonstoun  Franchise  Support  
E.A.   Farren,   Managing   Director,   E.A.   Farren,   Limited   and   Project   Developer   for   Gordonstoun  
Nova  Scotia,  confirmed  during  meetings  held  in  Nova  Scotia  with  the  Principal  and  the  Business  
Manager   of   Gordonstoun   Schools   Limited   that   the   School   would   be   established   through   a  
Franchise   Agreement   with   Gordonstoun   Schools   Limited,   Morayshire,   Scotland   as   suggested   by  
the   Principal   of   Gordonstoun   during   an   earlier   meeting   with   E.A.   Farren,   Limited   in   Scotland,  
and  would  operate  under  a  Board  of  Governors  as  a  Not-­‐for-­‐profit  body  in  accordance  with  the  
laws  of  the  Province  of  Nova  Scotia  and  of  the  Canada  Revenue  Agency  (CRA).  

E.A.  Farren,  Limited,  Project  Developer  for  Gordonstoun  Nova  Scotia,  is  working  hand  in  hand  
with   Gordonstoun   Schools   Limited   for   the   development   of   the   Nova   Scotia   campus   in  
accordance   with   the   terms   and   conditions   in   Appendix   A   that   has   been   prepared   by   the  
Gordonstoun   Schools   Limited   Business   Manager   to   ensure   a   successful   development   and  
launch   of   the   School.     This   relationship   ensures   that   Gordonstoun   Nova   Scotia   will   leverage   the  
ethos   and   brand   of   Gordonstoun   Schools   Limited   to   successfully   attract   both   financial   capital  
and  student  enrollment.  
 
Gordonstoun  Schools  Limited,  Morayshire,  Scotland  will  be  an  instrumental  franchise  partner  to  
the  successful  development,  launch  and  ongoing  operations  of  Gordonstoun  Nova  Scotia.    This  
relationship   will   enable   Gordonstoun   Nova   Scotia   to   leverage   the   many   aspects   which   have  
contributed  to  the  world-­‐wide  reputation  of  Gordonstoun  Schools  Limited.  
 

10  

 
Accordingly,  Gordonstoun  will  supply  Gordonstoun  Nova  Scotia  with  support  and  guidance  on  
ethos,   values,   and   educational   approach;   provide   templates   through   existing   Gordonstoun    
procedures   on   pupil   selection,   uniforms,   disciplinary   policies,   and   pupil   welfare   including  
procedures  for  the  safeguarding  and  child  protection  of  all  pupils;  templates  and  policies  on  the  
process  of  selection  of  the  Head  of  School,  senior  management,  teachers  and  supporting  staff  
and   their   training   and   development,   and   the   methods   of   managing   them;   the   system   and  
methods  of  managing  the  School;  and  pupil  admissions  criteria.  
 

School  Accreditation  
Gordonstoun   Nova   Scotia   will   offer   the   International   Baccalaureate   (IB)   and   the   Diploma  
Program   (DP)   which   enjoy   a   high   level   of   respect   among   leading   universities,   both   nationally  
and   internationally   and   are   recognized   by   the   Department   of   Education,   Province   of   Nova  
Scotia,  for  certification  of  private  schools  within  the  Province.  

In   an   effort   on   continuous   improvement,   Gordonstoun   Nova   Scotia   will   also   participate   in  
international   sessions   in   which   the   International   Baccalaureate   Program   gathers   educational  
leaders,   decision   makers   and   practitioners   from   schools,   universities,   governments,   and  
students  to  develop  and  improve  on  ideas  on  learning  experiences  and  international  education.  

E.A.  Farren,  Limited,  Project  Developer  for  Gordonstoun  Nova  Scotia,  has  put  in  place  a  highly  
respected   team   experienced   in   education   leadership   and   accreditation   that   will   immediately  
put   in   place   and   complete   the   acceptance   and   accreditation   process   within   the   International  
Baccalaureate   programme.   This   team   will   also   create   a   compliance   with   the   academic  
requirements   of   the   Province   of   Nova   Scotia.   These   steps   will   be   carried   out   and   completed  
within   the   framework   of   the   ethos   and   brand   of   Gordonstoun   Schools   Limited,   Elgin,  
Morayshire,  Scotland.  

This   team   will   at   the   same   time   put   in   place   and   complete   accreditation   processes   that   are  
necessary   to   achieve   recognition   within   the   top   tier   of   independent   schools.   These  
accreditations  bring  assurance  to  parents  and  guardians  that  the  school  uses  best  practices  and  
are   important   for   the   recognition   of   the   school   by   international   agencies   and   Canadian   and  
international   government   departments.   These   accreditations   are   the   Canadian   Association   of  
Independent   Schools   (CAIS)   and   the   American-­‐based   National   Association   of   Independent  
Schools  (NAIS).  
 

Management  Structure  
The   Board   of   Governors   together   with   the   Principal   will   play   an   important   role   in   setting   the  
School’s  vision  and  aims,  establishing  and  maintaining  the  School’s  ethos,  setting  the  School’s  
plans   and   policies,   evaluating   and   encouraging   School   performance,   and   promoting   self-­‐

11  

 
evaluation   in   order   to   sustain   School   vitality   and   improvements   that   are   in   conformity   with   the  
goals  and  overall  objectives  of  Gordonstoun  Schools  Limited,  Morayshire,  Scotland.  

Members   of   the   Board   of   Governors   will   serve   initially   for   two   terms   of   three   (3)   years   each  
with   the   option   for   a   third   three   (3)   year   term.   The   individuals   who   have   agreed   to   serve  
comprise  a  strong  Board  of  Governors  with  collective  experience  in  board  governance,  private  
schools   operations,   experience   in   secondary   and   post-­‐secondary   teaching   and   administration  
leadership,   and   are   experienced   in   key   market   areas   which   Gordonstoun   has   assigned   to  
Gordonstoun  Nova  Scotia,  and  in  very  significant  and  high  level  financial  and  legal  matters.  

Those   who   will   serve   on   the   Gordonstoun   Nova   Scotia   Board   of   Governors   with   others   who  
remain  to  be  named  include:  

Edward   Farren,   Managing   Director,   E.A.   Farren,   Limited,   Saint   John,   New   Brunswick,   is  
Chairman,   Board   of   Governors,   and   Project   Developer,   Gordonstoun   Nova   Scotia,   carried   out  
research  in  American  and  British  foreign  and  strategic  policy  in  Washington  and  London,  taught  
International   and   Comparative   Management   and   International   and   Comparative   Human  
Resource   Management   in   the   Faculty   of   Business,   University   of   New   Brunswick   Saint   John,  
coordinated   the   meeting   that   established   the   first   new   major   Canada-­‐United   States   border  
crossing   in   30   years,   served   on   the   National   Board   of   Directors,   Institute   of   Public  
Administration  of  Canada,  and  the  Board  of  Directors,  Saint  John  Port  Authority,  a  key  part  of  
Ports  Canada.    

Timothy  Habinski  is  Warden  of  the  Municipality  of  the  County  of  Annapolis,  Nova  Scotia,  serves  
on   the   National   Board   of   Directors,   Federation   of   Canadian   Municipalities,   and   the   Board   of  
Directors,   Union   of   Nova   Scotia   Municipalities,   is   a   Nova   Scotia   craftsman   making   harps   for  
professional   musicians   worldwide,   and   taught   English   Literature   at   the   University   of   Western  
Ontario,  London,  Ontario.  

Margret   Brady   Nankivell   is   a   freelance   writer   and   project   manager,   served   as   Sessional  
Instructor,  Carleton  University,  School  of  Journalism  &  Communications,  Ottawa,  Programme  &  
Communications   Director,   British   Council   Canada,   producer   of  
https://www.britishcouncil.ca/study-­‐uk/experince,   Freelance   Science   Writer,   Ottawa   Citizen  
and   The   Financial   Post,   Toronto,   Board   Member,   Canadian   Science   Writers   Association,  
National  Committee  Member,  Canadian  War  Museum’s  “Pass  the  Torch”  Campaign  raising  $18  
million,   Executive   Board   Member,   chair   of   programming,   and   vice-­‐chair   of   corporate  
sponsorships,  Toronto  Symphony  Orchestra.  

Robert  Pfeiffer  is  Managing  Director,  ANP,  Limited,  London,  England,  served  as  Chief  Financial  
Officer,   Molotov   TV,   a   seamless,   flexible,   and   universal   TV   service   headquartered   in   Paris,  
France,   was   Managing   Director,   Bryan   Garnier   &   Co.,   a   London,   England   based   European  
investment   bank   specializing   in   European   growth   companies   on   transactions   valued   at   more  

12  

 
than   $15   billion,   and   is   a   member   of   the   Board   of   Trustees,   St.   Martin-­‐in-­‐the   Fields   Trust,    
London,  England.  

Peter  Sutherland  began  his  professional  career  serving  in  legal  affairs  with  the  Inter-­‐American  
Development   Bank,   served   as   Canadian   Ambassador   to   Saudi   Arabia   and   as   Canadian   High  
Commissioner   to   India,   and   in   addition   to   his   subsequent   career   with   Aird   &   Berlis,   one   of  
Canada’s   leading   law   firms,   served   as   President   of   the   Canada-­‐India   Business   Council   and   more  
recently  as  President  of  the  Canada-­‐Arab  Business  Council.    

Susan   Tipper   is   High   School   co-­‐ordinator   for   Partners   Assisting   Local   Schools   (P.A.L.S)   Saint  
John,   New   Brunswick,   served   as   Superintendent   of   Saint   John   District   Schools,   and   was   first  
female   Principal   of   Saint   John   High   School,   founded   in   1805,   an   International   Baccalaureate  
School.  

David   Wang   manages   the   Sino-­‐Canada   High   School   program   in   Suzhou,   China,   is   an   essential  
link   in   Nova   Scotia-­‐China   relations,   organizes   educational   and   cultural   exchange   programs  
through  the  China  Business  Bureau  of  Nova  Scotia  that  has  brought  more  than  4,000  Chinese  
students   to   Nova   Scotia   through   the   Nova   Scotia   International   Student   program,   and   has  
worked   for   Nortel   in   Ottawa,   Ontario,   Carleton   University,   Ottawa,   and   the   Ottawa-­‐Carleton  
School  Board.  

Timothy   Woodcock   is   a   shareholder   in   the   practice   of   law   with   Eaton   Peabody,   Bangor,   Maine,  
and  specializes  in  cross  border  transactions,  economic  development,  environmental  &  land  use,  
and   litigation   &   dispute   resolution,   served   as   Mayor   of   the   City   of   Bangor,   Maine   and   as  
President   of   the   East-­‐West   Highway   Association   linking   the   Central   Canadian   and   Atlantic  
Canadian   economies   within   the   international   North   East,   and   on   the   personal   staff   of   United  
States  Senator  William  S.  Cohen,  later  United  States  Secretary  of  Defence,  and  on  Senate  sub-­‐
committees  including  the  Iran-­‐Contra  Affair.  

Douglas   Younger  practices  financial  law  with  Aird  &  Berlis,  Toronto,  Ontario,  in  a  legal  practice  
representing   some   of   Canada’s   largest   financial   institutions   and   companies   in   banking,  
financing,   borrowing,   and   on   insolvency   and   restructuring   transactions   of   all   sizes,   and   was  
Vice-­‐President  of  and  European  Legal  Counsel  to  an  international  financial  institution,  advising  
investment  bankers  on  legal  issues  pertaining  to  PFI  transactions  in  the  United  Kingdom  and  on  
structured  and  project  finance  transactions  in  Western  Europe.  

The  Principal  of  Gordonstoun  Nova  Scotia  will  serve  as  ex  officio  and  non-­‐voting  member  of  the  
Board  of  Governors.  

The   Vice-­‐Principal   Academic   of   Gordonstoun   Nova   Scotia   will   serve   as   ex   officio   and   non-­‐voting  
member  of  the  Board  of  Governors.    
 
The  Vice  -­‐Principal  Financial  of  Gordonstoun  Nova  Scotia  will  serve  as  ex  officio  and  non-­‐voting    
 member  of  the  Board  of  Governors.  

13  

 
 
The   Vice-­‐   Principal   Student   Affairs   of   Gordonstoun   Nova   Scotia   will   serve   as   ex   officio   and   non-­‐
voting  member  of  the  Board  of  Governors.  
 
The  Private  Secretary  to  the  Principal  will  serve  as  Secretary  to  the  Board  of  Governors.    

Approach  to  Staffing  
The  Principal  and  School  leadership  team  will  be  recruited  both  nationally  and  internationally  
through  a  highly  respected  and  internationally  recognized  Canadian  recruitment  team.    
 
The   appointment   of   the   Principal   will   be   confirmed   by   the   Board   of   Governors.   The   School  
leadership   team   and   Department   Heads   providing   leadership   support   to   the   Principal   and  
carrying  out  assigned  duties  and  responsibilities  will  be  confirmed  in  their  appointment  by  the  
Board  of  Governors  upon  recommendation  by  the  Principal.    
 
Teaching  and  broad  curriculum  instruction  will  be  carried  out  by  individuals  recruited  nationally  
and   internationally   on   the   basis   of   their   achievements   and   certified   to   be   qualified   to   a  
minimum   of   Masters   Degree   in   their   teaching   and   broad   curriculum   specialization.   Each  
individual   so   recruited   will   have   a   minimum   three   to   five   years’   experience   in   their   chosen   field  
and  will  be  confirmed  in  their  appointment  by  the  Principal  and  School  leadership  team.    
 
Each   individual   recruited   for   a   position   at   Gordonstoun   Nova   Scotia   will   be   reviewed   for  
credentials   and   probity   prior   to   confirmation   of   their   appointment   to   the   Gordonstoun   Nova  
Scotia   team.   Gender   parity   will   be   a   key   objective   in   school   leadership,   teaching,   and   broad  
curriculum  staffing  recruitment.    
 
The   teaching   and   broad   curriculum   faculty   will   be   hired   in   conjunction   with   or   slightly   ahead   of  
student   recruitment   so   as   to   be   in   place   to   prepare   for   receiving   students   and   launching   the  
first  year  of  academic  operation  for  Grades  9  and  10  and  then,  successively,  to  receive  Grades  
11  and  12.  
 

Market  Feasibility  

Student  Recruitment  
E.A.   Farren,   Limited,   Project   Developer   for   Gordonstoun   Nova   Scotia,   has   retained   Gilbert  
McGloan  Gillis,  Barristers  and  Solicitors,  in  cooperation  with  the  Faculty  of  Business,  University  
of   New   Brunswick   Saint   John,   to   carry   out   an   independent   third   party   review   for   demand   of  
placement   for   students   within   the   Canada   –   United   States   market   area   discussed   between  
Gordonstoun  and  E.A.  Farren,  Limited.  
 
This  report  states  that  the  “…annual  demand  for  placements  at  boarding  schools  in  Canada  and  
the  Eastern  United  States  exceeds  the  available  seats”  …with  acceptance  rates  as  low  as  11%  at  
some   schools   due   to   limited   available   seats.     This   report   further   states   that   Canadian  
immigration   regulations   are   favourable   for   foreign   students   wishing   to   study   in   Canada.   A  
complete  copy  of  this  report  is  contained  in  Appendix  B.  
14  

 
 
Gordonstoun   Nova   Scotia   will   put   in   place   a   highly   motivated   student   recruitment   team   that  
will  be  led  by  the  Director  of  Student  Recruitment  and  International  Relations.  This  marketing  
team   will   participate   in   recruitment   events   organized   globally   by   the   Canadian   Association   of  
Independent  Schools  and  by  Canadian  Foreign  Trade  missions  devoted  to  Canadian  education  
recruitment,   and   by   following   through   on   linkages   which   the   Project   Developer   and/or  
Gordonstoun  Nova  Scotia  have  put  in  place.  
 
Gordonstoun   Nova   Scotia’s   student   recruitment   efforts   to   attract   a   total   600   student  
enrollment   when   in   full   operation   will   be   focused   on   the   market   area   discussed   between  
Gordonstoun  and  E.A.  Farren,  Limited,  Project  Developer  for  Gordonstoun  Nova  Scotia,  during  
earlier  meetings  in  Annapolis  Royal,  Nova  Scotia.    
 
This   market   area   as   defined   by   Gordonstoun   includes   1/3rd   enrollment   from   Canada   and   the  
United   States,   1/3rd   Europe,   and   the   remaining   1/3rd   of   student   intake   from   the   rest   of   the  
world.   The   student   recruitment   team   will   be   attentive   to   gender   parity   throughout   its  
recruitment  initiatives.  
 
Proven   countries   of   origin   for   the   successful   recruitment   of   students   in   order   of   rank   within  
present   Canadian   student   recruitment   initiatives   include   China,   India,   France,   South   Korea,  
United  States  of  America,  South  Africa,  Nigeria,  Brazil,  Japan,  and  Mexico.  
 
Increasing  wealth  is  now  providing  additional  opportunities  for  Canadian  student  recruitment  in  
Africa  including  Ethiopia,  and  Rwanda.  In  addition,  Canada  continues  to  improve  linkages  within  
South   America   and   in   South   East   Asia   that   will   also   prove   beneficial   for   Gordonstoun   Nova  
Scotia  student  recruitment.  
 
Combined  with  these  opportunities  for  student  recruitment  is  Canada’s  increasing  reputation  in  
the   global   community   as   a   clean,   safe,   and   healthy   environment   in   which   students   are  
welcomed  and  thrive.  
 
The   student   fees   proposed   by   The   School   are   competitive   within   the   North   American   Market  
and  reflect  the  high  quality  of  education  the  students  will  receive  at  Gordonstoun  Nova  Scotia.    
The  North  American  average  fee  is  around  $75,000  CAD.  Appendix  B  provides  additional  details  
researched  by  an  independent  third  party  which  authenticate  these  findings.  

Location  
Annapolis  County,  Nova  Scotia  in  which  Gordonstoun  Nova  Scotia  will  be  located  is  within  the  
historic  and  richly  beautiful  Annapolis  Valley  region  of  Nova  Scotia  that  offers  land  and  water  
settings   as   a   great   location   for   learning.   It   also   provides   a   range   of   outdoors   sports   and  
recreation   activities,   and   interaction   within   local   communities   in   a   clean,   healthy,   safe,   and  
delightful  environment  and  for  a  variety  of  activities  and  sports  contained  in  the  Gordonstoun  
Nova  Scotia  broad  curriculum.    
 

15  

 
The   Municipality   of   the   County   of   Annapolis   is   presently   installing   high   speed   internet   fibre  
optic  cable  throughout  the  entire  county  that  will  link  households,  institutions  of  learning,  and  
businesses  with  the  global  community  and  will  enrich  the  learning  experience  at  Gordonstoun  
Nova  Scotia.  
 
Nearby  facilities  include  universities  and  medical  facilities.  Outdoor  facilities  that  complement  
Gordonstoun  Nova  Scotia’s  broad  curriculum  include  outdoor  areas  such  as  the  Bay  of  Fundy,  
Cornwallis   Basin,   Kejimkujik   National   Park,   Blomidon   Provincial   Park,   the   Grand   Pre   National  
Historic   Site,   Fort   Anne   National   Historic   Site   in   Annapolis   Royal,   and   both   Martock   and  
Wentworth  Valley  for  winter  skiing.  
 
Annapolis  County  is  at  the  same  time  a  part  of  Nova  Scotia  that  is  easily  accessed  from  other  
parts  of  Canada  and  major  international  centres  through  the  international  airport  in  Halifax,  the  
Province   of   Nova   Scotia’s   capital,   and   by   road   and   sea   linkages   with   the   New   England   States  
between  Yarmouth,  Nova  Scotia  and  Portland,  Maine,  with  New  Brunswick  between  Saint  John,  
New  Brunswick,  and  Digby,  Nova  Scotia,  and  between  Prince  Edward  Island  and  Nova  Scotia.  
 
The   Port   of   Halifax,   located   in   the   Province’s   capital,   is   a   key   part   of   Canada’s   road   and   rail  
Atlantic  Gateway  providing  a  marine  gateway  to  global  markets  with  connections  to  over  315  
ports   around   the   world   including   close   Canadian   access   to   the   very   lucrative   Atlantic   Coast  
United  States  and  world  markets.  
 
The   Annapolis   Valley   provides   a   range   of   cultural   activities,   and   is   the   home   of   a   vibrant  
diploma   and   degree   granting   education   industry   that   also   thrives   in   other   parts   of   the   Province  
of  Nova  Scotia  and  its  capital  city  and  serves  Canadian  and  international  students  engaged  in  a  
variety   of   highly   regarded   teaching   disciplines   including   medicine.   The   Annapolis   Valley   also  
retains  strong  evidence  of  its  rich  Canadian  history  that  began  with  its  roots  in  early  French  and  
British  colonial  history  and  of  the  collision  of  empires  most  notably  during  the  Seven  Years  War  
between  Britain  and  France.    
 
These   regional   qualities   will   provide   additional   opportunities   and   benefits   for   students  
participating  in  the  broad  curriculum  and  life  at  Gordonstoun  Nova  Scotia.  
 
In  addition,  Dr.  Peter  Ricketts,  President,  Acadia  University,  Wolfville,  Nova  Scotia,  itself  a  highly  
recognized  Canadian  University,  has  stated  that  he  sees  opportunities  for  collaboration  were  an  
international  school  based  on  the  Gordonstoun  model  established  in  the  Annapolis  Valley.  
 

Political  Support  
Gordonstoun  Nova  Scotia  has  the  full  political  support  of  the  County  Council  of  the  Municipality  
of  the  County  of  Annapolis,  Nova  Scotia,  and  of  the  Province  of  Nova  Scotia.  
 

16  

 
Timothy   Habinski,   Warden   of   the   Municipality   of   the   County   of   Annapolis,   met   with   the  
Principal  of  Gordonstoun  on  two  separate  visits  arranged  by  E.A.  Farren,  Project  Developer  of  
the   College,   in   support   of   the   School   and   has   toured   the   Gordonstoun   facilities   in   order   to  
familiarise   himself   with   the   school   operations   and   how   Gordonstoun   Nova   Scotia   can   be  
welcomed   as   a   part   of   the   larger   Annapolis   County   community.   He   was   accompanied   during  
this   first   visit   by   John   Ferguson,   Chief   Administrative   Officer   of   the   Municipality   who  
additionally  authenticated  Annapolis  County  as  a  host  community.    
 
Warden   Habinski   was   accompanied   by   Councillor   Alex   Morrison   during   the   second   visit     to  
Gordonstoun   arranged   by   E.A.   Farren,   Limited,   Project   Developer,   and   participated   in   the  
discussions   on   Gordonstoun   Nova   Scotia   with   the   Business   Manager   of   Gordonstoun   while  
Councillor  Morrison  toured  the  school  facilities  in  order  to  familiarize  himself  with  the  school  
operations  on  behalf  of  the  host  community.  
 
Premier   Stephen   McNeil   met   with   the   Principal   and   the   Business   Manager   of   Gordonstoun  
during   the   second   visit   to   Gordonstoun   arranged   by   E.A.   Farren,   Project   Developer,   and   was  
accompanied  by  members  of  his  staff.  
 
Premier  McNeil  discussed  school  operations  with  the  Gordonstoun  administration  and  toured  
the  facilities  in  order  to  familiarize  himself  with  school  operations  and  was  accompanied  on  this  
tour  by  some  of  the  provincial  government  staff.  Premier  McNeil  asked  of  E.A.  Farren  that  his  
Chief  of  Staff,  Ryan  Grant,  participate  in  the  discussions  leading  to  a  franchise  agreement  held    
between   the   Business   Manager   of   Gordonstoun,   E.A.   Farren,   Limited,   Project   Developer,   and  
Warden   Habinski   who   expressed   his   interest   in   the   relationship   with   Gordonstoun   on   behalf   of  
the  host  community.      
 
Premier  McNeil  also  asked  of  E.A.  Farren  that  his  Chief  of  Staff,  Ryan  Grant,  be  kept  informed  
on  future  progress  in  respect  to  the  development  of  Gordonstoun  Nova  Scotia.  
 
Warden   Habinski   and   Councillor   Morrison   reiterated   their   support   on   behalf   of   the   host  
community  during  a  dinner  a  month  later  in  Halifax  hosted  by  E.A.  Farren  for  the  Principal  of  
Gordonstoun,  the  Business  Manager  of  Gordonstoun,  and  members  of  the  Gordonstoun  alumni  
resident  in  Nova  Scotia.  
 
Gordonstoun  Nova  Scotia  has  requested  a  financial  guarantee  of  $7.2  million  from  the  Province  
of  Nova  Scotia  to  assist  with  the  project  and  to  which  the  Premier  of  Nova  Scotia  is  receptive.  
 

Construction  Summary  
The   optimum   student   enrollment   for   Gordonstoun   Nova   Scotia   is   600   students   relative   to  
construction  and  operational  budgetary  expenditures  and  the  breakeven  point  to  yield  a  profit.  
 
The  expenditures  on  land  acquisition  and  on  classroom  and  student  residences  will  be  carried  
out   in   3   phases   over   a   3-­‐year   time   period.   The   first   phase   will   be   to   ready   the   facilities   to  
successfully   accommodate   and   teach   students   in   Grades   9   and   10   foundation   years   of   the  
International  Baccalaureate  program  and  to  provide  cultural  and  recreational  outlets.  

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The  food  services  systems  that  will  be  completed  at  Gordonstoun  Nova  Scotia  within  the  first  
phase   of   construction   are   being   developed   by   a   nationally   recognized   Canadian   food   services  
team   and   will   meet   multicultural   requirements   given   the   diversity   of   the   student   body,  
incorporate   full   in-­‐house   meal   production   facilities   with   multi-­‐functional   and   format   meal  
facilities,   and   provide   an   integrated   meal   and   nutrition   system   employing   advanced   cooking  
techniques   for   health,   minimum   food   waste   production,   energy   efficiency,   minimized  
transportation  requirements  and  reduced  carbon  footprint.    
 
The  goal  of  this  integrated  meal  and  nutrition  system  is  to  enrich  the  entire  school  population  
with   a   sense   of   being   in   the   agriculturally   rich   heritage   of   the   Annapolis   Valley   and   in   the   world  
beyond.  The  meal  delivery  system  will  support  a  holistic  and  healthy  lifestyle  and  differentiate  
Gordonstoun   Nova   Scotia   as   a   place   of   learning   which   is   committed   to   experiential   and  
aspirational  learning.  
 
The   second   phase   of   construction   will   be   then   to   commence   construction   and   have   all   facilities  
in  readiness  in  time  to  accommodate  those  students  transitioning  from  Grade  10  into  Grade  11  
and  for  those  who  might  wish  to  enter  the  school  at  that  time  for  completion  of  Grade  12  and  
to  expand  upon  cultural  and  recreational  outlets  for  students.  
 
 E.A.  Farren,  Limited  believes  the  space  requirements  that  will  be  required  to  meet  the  needs  of  
Gordonstoun   Nova   Scotia   at   full   enrollment   of   600   students   by   completion   of   3rd   phase  
construction  include:  
 
1. Administration  Building  @21,810  sq.ft.  
2. Library  @  2000  sq.  ft.  
3. Learning  Centre  @1,800  sq.ft.  
4. Computing  Centre  including  coding  @  2,000  sq.ft.  
5. Sports  Centre  @  30,000sq.ft.  
6. Refectory  (Dining  Hall)  @  16,000sq.ft.  
7. Chapel/Auditorium  @  12,000sq.ft.  
8. Art,  Music,  Pipe  Band,  Drama,  and  Dance  @  14,000sq.ft.  
9. Sciences-­‐   Biology,   Physics,   Chemistry,   and   STEAM   (Sciences,   Technology,   Engineering,  
Arts,  Math)  and  FLL  Robotics  @  13,500sq.ft.  
10. Languages  @  1,800sq.ft.  
11. English,  Maths,  History,  Geography,  Business  @  11,010sq.ft.  
12. Outdoor  Specialist  @  3,000sq.ft.  
13. Boarding   Accommodations   @   112,200   sq.   feet   for   600   pupils   (90   sq   feet   per   private  
room   and   230   sq.ft.   per   3   person   room)   +   interspersed   trunk   storage   rooms   and  
infirmary  facilities.  
14. Boarding  showers  @  2  showers  for  every  10  pupils.  
15. Boarding  lavatories  @  2  for  every  10  pupils.    
16. Wash/hand  basins  @  4  for  every  10  pupils.  
17. Classroom  &  public  spaces  lavatories  @  2  for  every  15  pupils  up  to  60.  Then,  2  for  every  
30  up  to  300.  Then,  2  for  every  60  beyond  300.  
18. Similarly,  for  hand  basins  in  classroom  and  public  spaces  as  in  Item  16,  above.  

18  

 
19. Accommodations  for  the  Head  of  School  (four  bedroom),  the  Vice  –  Principal  Academic  
(three   bedroom),   Vice   -­‐Principal   Student   Affairs   (three   bedroom)   and   the   Head   of  
Property  and  Facilities  Maintenance  (three  bedroom)  @  13,500  sq.ft.  
20. Accommodations   for   the   House   Master   and   Assistant   House   Master   in   each   of   the  
student  halls  of  residence  and  included  in  House  drawings.  
21. Land   acquisition,   soil   engineering   for   entrance   roadway   into   and   through   the   campus,  
construction  and  paving  of  same,  and  initial  landscaping.  
22. Greenhouse   and   greenhouse   support   space   to   accommodate   multicultural   food  
production  requirements  including  energy  efficient  heating  systems  @7,500  sq.ft.  
 
The  cost  for  completion  of  the  campus,  everything  in,  including  contingencies,  is  $62.16  million.  
 
This   expenditure   has   been   incorporated   into   the   financing   plan   over   the   three-­‐year  
development  schedule.  The  School  budget  will  also  accommodate  interest  costs  in  the  first  two  
years   and   the   paying   down   of   both   capital   and   operational   costs   during   the   third   year   of  
operations.  
 

Approach  to  Construction  
It   is   important   to   note   in   respect   to   construction   in   view   of   Canadian   seasonality   that   Canadian  
construction   timelines   are   planned   out,   construction   is   carried   out   year-­‐round,   and   buildings  
are  completed  on  time  and  on  budget.  
 
E.A.   Farren,   Limited,   Project   Developer   for   Gordonstoun   Nova   Scotia,   ensures   that   the   design  
and   completed   construction   of   Gordonstoun   Nova   Scotia   will   put   in   place   the   first   North  
American   education   campus   to   be   Net   Zero   energy   efficient   and   will   be   located   in   Annapolis  
County,  Nova  Scotia,  a  jurisdiction  that  is  attentive  to  the  environment.  
 
The   internationally   recognized   and   Canadian-­‐based   design   and   construction   team   which   E.A.  
Farren,   Limited   is   working   with   to   construct   Gordonstoun   Nova   Scotia   to   Net   Zero   energy  
efficiency   has   30,000   subscribers   internationally   including   France,   Germany,   and   Switzerland  
who  will  be  fully  informed  about  the  Gordonstoun  Nova  Scotia  campus.  
 
The  construction  methods  for  the  Gordonstoun  Nova  Scotia  will  include:  
1. Net  Zero  energy  efficiency  construction  methods,  the  use  of  alternative  energy  sources  
and  LED  lighting  that  reduce  ongoing  operational  costs  of  the  school  facilities  and  using  
existing  environmental  conditions  that  will  provide  passive  heating  and  cooling  sources.  
2. A  high-­‐performance  building  envelope  design  that  yields  a  large  reduction  in  operating  
energy  costs  through  up  to  90%  reduction  in  heating  and  cooling  energy  loads.    
3. Low,  if  not  minimal,  structural  maintenance  throughout  the  school’s  lifetime.  
4. Construction   methodologies   during   the   construction   phase   that   significantly   reduce  
product  waste  arising  from  cutting,  fitting,  and  reworking  construction  materials.  
5. A   clean   and   toxic-­‐free   environment   that   provides   healthy   classroom   and   student  
accommodation  conditions  and  complete  peace  of  mind  for  parents.  
6. Green  and  responsible  ecological  building  and  operation  practices  that  produce  minimal  
disruption   to   the   environment   and   will   appeal   to   like-­‐minded   parents   and   individuals  
who  wish  to  play  a  part  in  reducing  environmental  impact.  
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7. Immersing   students   in   a   campus   environment   that   demonstrates   sustainable   building  
examples  and  energy  efficient  greenhouse  organic  food  production.  
8. Very  process  driven  construction  practices  which  result  in  more  efficient  and  precision  
construction  from  start  to  finish  and  with  deadlines  being  met.  
9. Efficiencies  in  the  precision  construction  method  that  will  extend  to  all  sub-­‐contracting  
trades   including   carpentry,   electrical   and   plumbing   resulting   in   less   finishing   material  
waste  and  installation  time.  
10. Greenhouse  organic  food  production  in  a  low  energy  environment  that  provides  healthy  
foods  and  healthy  living  for  students  in  a  multicultural  environment  through  all  related  
food  preparation  facilities,  delivery  systems,  and  inventory  and  quality  control  systems.  
11. An   overall   contribution   to   the   environment   that   will   provide   global   public   relations  
exposure   for   Gordonstoun   Nova   Scotia   and   will   improve   registration   numbers   from  
people  and  families  who  value  contributions  to  the  environment  and  who  wish  to  have  
their  children  educated  in  healthy,  safe  classroom  and  living  conditions.  
 
The   construction   of   each   building   will   coincide   with   student   recruitment   and   enrollment   and  
within   financial   metrics   to   ensure   that   completed   buildings   are   occupied   quickly   to   bring   about  
the  financial  success  of  Gordonstoun  Nova  Scotia.  
 
This  approach  to  construction  will  ensure  that  Gordonstoun  Nova  Scotia  is  completed  on  time  
and   on   budget   and   top   of   mind   to   families   internationally   throughout   each   phase   of  
construction.    
 
The   Net   Zero   energy   efficiency   approach   to   construction,   while   taking   steps   toward   Canada’s  
Green  House  Gas  target,  will  set  high  environmental  and  energy  efficiency  standards  that  will  
ensure  Gordonstoun  Nova  Scotia  is  cost  effective  in  its  daily  operations,  energy  consumption,  
and   annual   maintenance   costs.   These   features   and   the   environmental   compatibility   of  
Gordonstoun  Nova  Scotia  within  the  Annapolis  Valley  will  ensure  longevity  of  the  school  fabric  
and   facilities   while   at   the   same   time   providing   a   safe   and   healthy   environment   in   which  
students  live  and  learn.  
 

Gordonstoun  Nova  Scotia  Timelines  
The   timelines   for   the   construction   and   completion   of   Gordonstoun   Nova   Scotia   from   site  
selection   through   to   the   end   of   the   first   full   year   of   School   operation   culminating   in   graduation  
of  the  first  graduating  class  are  as  follows:  
 
Year  1  Actions  2018:  

1. September  2018.  Site  selection.    
2. September  2018.  Select  geotechnical  engineering  team,  architectural  design  team,  and  
site  Master  Plan  design  team.    
3. September   2018.   Commence   Campus   Master   Plan   design   including   site   entranceway,  
locations  for  all  school  related  buildings  and  campus  roadbeds,  pathways,  and  utilities.  
4. Commence  surveying  for  layout  of  campus  infrastructure  including  roadbeds,  pathways,  
and  utilities  including  water  and  sewerage  lines.    
20  

 
5. Commence  geotechnical  remediation  of  site  and  construction  of  campus  infrastructure.  
6. Commence   Net   Zero   energy   efficiency   design   for   student   and   senior   staff  
accommodations,  classroom  buildings,  chapel,  auditorium,  dining  hall,  and  greenhouse  
facilities.  
7.  September  2018  with  April  2019  completion.  Merge  the  philosophical  backgrounds  of  
both   the   International   Baccalaureate   Program   and   the   ethos   and   brand   of   Gordonstoun  
while  preserving  the  Gordonstoun  ethos  and  brand  intact.  
8. September  2018  with  April  2019  completion.  Begin  the  process  of  application  with  the  
International   Baccalaureate   Offices   in   Cardiff,   Wales,   given   its   proximity   to  
Gordonstoun,  rather  than  the  North  American  offices  in  Bethesda,  Maryland.  
 
Year  2  Actions  2019:    

1. January  2019.  Advertise  nationally  and  internationally  for  the  recruitment  of  Principal,  
Vice   Principal   Student   Affairs,   Vice   Principal   Academic,   Director   of   Finance,   and   Director  
of  Student  Recruitment  and  selection  of  same.    
2. January  2019.  Open  the  process  of  applying  to  the  Round  Square  movement.    
3. January  2019.  Selection  of  the  building  construction  team.    
4. February   2019.   Lay   out   the   construction   schedule   for   student   accommodations,  
classroom  buildings,  chapel,  auditorium,  dining  hall,  and  greenhouse  facilities.  
5.  April  2019.  Complete  the  Round  Square  application  process.    
6. April  2019.  Commence  the  selection  process  for  the  appointment  of  the  Principal,  Vice  
Principal   Student   Affairs,   Vice   Principal   Academic,   Director   of   Finance,   and   Director   of  
Student  Recruitment.  to  allow  appointees  one  full  year  to  undertake  their  tasks.    
7. May   2019.   Recruitment   commences   for   Grades   9   and   10   student   enrollment   in  
September  2020.    
8. May   2019.   Advertise   nationally   and   internationally   for   the   recruitment   of   classroom  
teaching  and  broad  curriculum  staff  for  students  entering  Grades  9  and  10  and  selection  
of  same.    
9. June  2019.  Completion  of  the  selection  process  for  the  appointment  of  the  Principal  and  
senior  administrative  staff  to  allow  appointees  one  full  year  to  undertake  their  tasks.  
10. June   2019.   Commence   the   selection   of   teaching   and   broad   curriculum   staff   for   the  
arrival  of  Grade  9  and  10  students  in  September  2020.  
11. June   2019.   Commence   the   accreditation   processes   for   both   the   Canadian   Association   of  
Independent   Schools   (CAIS)   and   the   American   based   National   Association   of  
Independent  Schools  (NAIS)  whose  accreditations  are  necessary  to  achieve  the  top  tier  
of  independent  schools  and  to  bring  assurances  that  the  school  uses  best  practices  and  
which  are  important  to  international  organizations  and  government  departments.  
 
Year  3  Actions  2020:  
1. May   2020.   Complete   the   construction   of   campus   infrastructure   and   the   buildings  
required  for  receiving  students  in  Grades  Nine  and  Ten.  
2. May  2020.  Recruitment  commences  for  Grade  9  (may  possibly  include  some  Grade  10  &  
11)  student  enrollment  in  September  2021.    
3. May   2020.   Advertise   nationally   and   internationally   to   recruit   classroom   teaching   staff  
and  selection  of  same  for  students  entering  Grades  11  and  12  in  September  2021.    

21  

 
4. May  2020.  Advertise  nationally  to  recruit  school  operations  staff  and  selection  of  same  
for  students  entering  Grades  11  and  12  in  September  2021.    
5. May  2020.  Complete  the  verification  process  and  verification  visit  for  acceptance  as  an  
International   Baccalaureate   school   and   approval   for   first   authorized   teaching.  
September  2020.    
6. September   2020.   Accept   first   students   in   Grades   Nine   and   Ten   in   pre-­‐International  
Baccalaureate  targeted  curricula.  
7. September   2020.   Commence   advertising   internationally   and   through   international  
marketing  events  to  recruit  students  entering  Grade  11  and  12  in  September  2021.  
8. September   2020.   Commence   construction   of   buildings   required   for   acceptance   of  
students  entering  Grades  Eleven  and  Twelve  in  September  2021.  
9. November  2020:  Complete  the  construction  of  the  Administration  Building.  The  school  
administration   will   have   used   other   buildings   completed   on   campus   before   finally  
entering  the  dedicated  administration  building.  

Year  4  Actions  2021:  

1. May  2021.  Complete  construction  of  buildings  required  for  accepting  students  entering  
Grades  Eleven  and  Twelve.  
2. May  2  –  May  24  2021:  Write  the  first  exams  for  students  who  entered  into  Grade  10  in  
Year  Two  Actions  as  detailed  above.  
3. June   2021.   Enter   into   the   first   year   as   a   fee   paying   school   with   the   International  
Baccalaureate  organization  with  various  points  of  payment  through  to  June  2022.  

Year  5  Actions  2022:  

1. May   2   –   May   24,   2023.   Grade   11   students   write   Standard   Level   (SL)   International  
Baccalaureate  (IB)  exams.  
2. May   2   –   May   24,   2023.   Grade   12   students   complete   their   IB   exams   by   writing   their  
Higher  Level  (HL)  course  examinations  for  their  International  Baccalaureate  diploma.  
3. June  2023.  First  graduation  exercise  for  Gordonstoun  Nova  Scotia  students.  
4. July  2023.  International  Baccalaureate  (IB)  examination  results  released.  

22  

 
Student  Recruitment  and  Educational  Timelines  
The  information  contained  in  the  following  chart  encapsulates  the  information  on  student  
recruitment,  International  Baccalaureate  (IB)  examination,  and  first  graduation  timelines  
contained  within  the  preceding  information  on  Gordonstoun  Nova  Scotia  Timelines;  namely:  
 
Year   Action  Date   Actions  
• Complete  actions  for  Sept  2018  –  August  
Year  1      2019   Sept  2019   2020  including  student  recruitment  for  
2020  start  
 
Year  2      2020  -­‐  2021   Sept  2020   • Grade  9  &  10  students  begin  classes  
 
 May  2020   • Student  recruitment  begins  for  
September2021  student  intake  (may  
include  additional  Grade  10  and  11  
students)    
 
Year  3      2021  -­‐  2022   Sept  2021   • New  student  enrollment  begins  Grade  9,  
10  &  11  
Sept  2021    
• Grade  9  students  2020-­‐21  to  Grade  10  
Sept  2021  
 
May  2  –  24TH     • Grade  10  students  to  Grade  11  
2022    
• Standard  Level  (SL)  International  
Baccalaureate  (IB)  exams  written  for  
Grade  11  students  
 
Year  4      2022  -­‐  2023   Sept  2022   • New  recruits  begin  grade  9    
 
Sept  2022   • Grade  9  students  2020-­‐21  to  grade  10  
 
Sept  2022  
• Grade  10  students  to  grade  11  
   
• SL  (IB)  exams  written  for  grade  11  
May  2  –  24    2023   students;  Grade  12’s  write  Higher  Level  
(HL)  IB  exams  
   
• First  graduation  class  from  Gordonstoun  
June  2023   Nova  Scotia  
 

23  

 
Tuition  and  Fees  Policy  
School  fees  for  each  academic  year  are  set  in  January  each  year  by  the  Board  of  Governors.  The  
fees  for  the  2019  -­‐  2020  academic  year  are  as  follows:  
 
Boarding  Fees:  $67,800.00  
Boarding  fees  include  the  academic  programme,  supervised  accommodations,  laundry  facilities,  
text  books,  yearbook,  use  of  recreational  facilities,  all  meals,  day-­‐to-­‐day  healthcare  needs,  and  
regular  travel  for  athletic  and  academic  school  trips.  
 
Extra   fees   include   novels   and   workbooks   that   students   retain,   optional   trips,   athletic  
tournaments,  uniforms,  and  an  optional  student  life  fee.  
 
Fee  Payment  2019-­‐2020:        
Tuition   and   fees   may   be   paid   by   cash,   debit,   cheque,   transfer   or   credit   card.   Credit   card  
payments   are   processed  through  a   secure,   third   party   company.   Deposits   for   new   students   are  
due  upon  acceptance  to  the  school.  Deposits  for  returning  students  are  due  by  March  31st  of  
each   year.   Tuition   must   be   paid   in   full   by   Opening   Day   in   September   unless   paid   under   the  
monthly  or  installment  payment  plan  detailed  under  the  Tuition  Refund  Insurance  Plan.  
 
Tuition  Refund  Insurance  Plan:    
The   Tuition   Refund   Insurance   Plan   is   required   for   all   students   who   choose   a   monthly   or  
installment  payment  plan.  Pre-­‐authorized  payments  are  required  for  the  monthly  plan.  Tuition  
must  be  paid  in  full  by  Opening  Day  in  September  and  a  waiver  must  be  signed  if  the  student  
chooses  to  opt  out  of  the  Tuition  Refund  Plan.  
 
Other  fees:  
Tuition  Refund  Insurance  -­‐  $750.00  
Soccer,  Volleyball  and  Basketball  –  Varsity  Boys  and  Girls  teams  -­‐  $2,750.00.  Students  electing  
to   participate   in   Varsity   sports   receive   advanced   training   in   their   chosen   sport   activity   and  
participate  in  regional  and  national  tournaments.  
Health  Insurance  –compulsory  for  International  boarding  students  -­‐  $1,000.00.  
Personal  Laptop  and  Computer  Services  -­‐  Students  are  provided  a  specific  Dell  computer  that      
includes  a  comprehensive  three-­‐year  warranty  and  are  provided  a  range  of  computer  services  
and  expertise  including  coding  -­‐  $2,500.00.  
 
Deposits:  
The  following  deposits  are  non-­‐refundable  and  will  be  applied  against  school  fees:  

New  International  students  are  required  to  pay  20%  of  fees  upon  acceptance.  New  Canadian  
students  are  required  to  pay  10%  of  fees  upon  acceptance.    

Returning  International  students  are  required  to  pay  20%  of  fees  by  March  31st.  Returning  
Canadian  students  are  required  to  pay  10%  of  fees  by  March  31st.  

 
 
24  

 
Refund  Policy:  
After   July   1st   of   each   academic   year,   the   obligation   to   pay   the   specified   annual   tuition   fees   is  
unconditional.  No  portion  of  the  fees  paid  or  outstanding  will  be  refunded  or  cancelled  due  to  
the   absence,   withdrawal,   or   dismissal   of   the   student   from   the   school.   The   only   exception   is  
under  the  terms  of  the  Tuition  Refund  Plan.  

Scholarships   are   awarded   on   the   basis   of   academic   merit   and   demonstrated   financial   need  
upon  recommendation  of  the  Principal  and  confirmation  of  the  Board  of  Governors.    

The   Board   of   Governors   will   also   determine   a   limited   number   of   scholarships   to   be   given   in   the  
interest   of   good   corporate   citizenship   in   any   given   academic   year.   Two   scholarships   will   be  
awarded  initially  in  Atlantic  Canada  through  public  advertisement.    
 

Estimated  Cost  
The   project   development   team,   in   consultation   with   an   internationally   recognized   Canadian-­‐
based   construction   team   highly   experienced     in   Net   Zero   energy   efficiency   construction   in  
Canada  and  the  United  States,  have  examined  the  preliminary  building  requirements  to  arrive  
at  the  following  estimates.      
 
 
        Year  1   Year  2   Year  3   Year  4  
Administration  Building   -­‐   -­‐   6,453,000   6,453,000  
Library   -­‐   600,00   -­‐   600,00  
Learning  Centre   540,00   -­‐   -­‐   540,000  
Sports  Centre   -­‐   -­‐   10,000,000   10,000,000  
Refectory   4,800,000   -­‐   -­‐   4,800,000  
Chapel/Auditorium   -­‐   -­‐   3,516,000   3,516,000  
Art/Music/Drama   4,218,000   -­‐   -­‐   4,218,000  
Sciences   4,050,000   -­‐   -­‐   4,050,000  
Languages   450,000   -­‐   -­‐   450,000  
English/Math   3,303,00       3,303,000  
Outdoor  Specialists   -­‐   900,000   -­‐   900,000  
English/Infrastructure   1,902,00   -­‐   -­‐   1,902,000  
Residences       4,440,000   4,440,000   4,440,000   13,320,000  
    23,703,000   5,940,000   24,409,000   54,052,000  
Contingency  15%       3,555,450   891,000   3,661,350   8,107,800  
Total  Capital   27,258,450   6,831,000   28,070,350   62,159,800    
 
 

25  

 
Financial  Summary  
E.A.   Farren,   Limited,   Project   Developer   for   Gordonstoun   Nova   Scotia,   has   engaged   Matthew  
McKenna   CPA,   CA,   a   corporate   finance   expert   with   over   20   years   of   experience.     Through   his  
services,   a   detailed   financial   projection   has   been   prepared   based   on   a   number   of   key  
assumptions   which   are   outlined   in   the   Financing   Strategy,   page   26.     These   assumptions   are  
critical  to  the  successful  financial  operations  of  the  school  and  users  are  cautioned  that  if  wrong  
could  lead  to  a  materially  different  outcome.    
 
The  key  operational  expenses  have  been  compared  when  fully  operational  with  the  operations  
expenses   of   Gordonstoun   Schools   Limited   and   the   operations   of   other   private   schools   in  
Canada.     Through   the   access   of   publicly   available   data   it   was   determined   that   the   operating  
ratios   and   expenses   appear   reasonable   based   on   the   assumptions   outlined   throughout   this  
business  case.    
 
A   number   of   adjustments   have   been   made   to   account   for   the   efficiency   of   the   construction  
methodology,   LEED   Gold   Standard   energy   efficiency,   and   the   general   economic   conditions   in  
Bridgetown,  Nova  Scotia.  
 

26  

 
Key  Financial  Assumptions    
The  following  assumptions  are  critical  to  the  financial  projection:  
• Gordonstoun   Nova   Scotia   will   operate   as   a   Not-­‐for-­‐profit   school   as   established   under  
the  Canadian  Income  Tax  Act  and,  therefore,  will  not  pay  corporate  income  tax.  
 
• Key  financial  assumptions  include:  
Inflation  rate     2%  
 
Normal  enrolment     600  
Summer  enrolment     200  
 
Normal  enrolment  fees   $   67,800  
Summer  enrolment  fees   $   6,780  
Student  fees,  extracurricular,  sport  fees   $   1,388  
 
Expenses  as  a  percentage  of  revenues      
Gordonstoun  economic  return     3.45%  
Salaries  
  Teaching     24.0%  
  Other     15.5%  
  Pensions     0.4%  
Teaching  cost     5.3%  
Maintenance     4.8%  
Marketing,  administration,  alumni     3.4%  
Refectory,  foods  &  non-­‐foods     14.0%  
Utilities     3.5%  
Insurance     1.6%  
Domestic  &  welfare     0.4%  
Administration  costs     1.4%  
Other  costs     1.7%  
 
The  other  key  financing  assumptions  include:  
 
Senior  debt  interest  rate 4%
Senior  debt  amortization   20  years

Subordinated  debt  interest  rate 8%  
 

27  

 
The  following  key  financial  ratios  are  materialized  on  full  enrolment  commencing  in  the  fourth  
year  of  operations  based  on  the  financial  projections  and  the  financing  assumptions  outlined.  
 
      Year  1   Year  2   Year  3    
 
Debt  Service  Coverage  Ratio            
Net  operating  income     11,836,347   11,168,639   8,527,319    
Debt  servicing     1,785,589   3,201,307   3,201,307  
 
Debt  Service  Coverage     6.63   3.49   2.66  
 
Funded  Debt  to  EBITDA            
Funded  Debt     21,151,321   37,162,455   34,771,018    
EBITDA     12,322,579   12,512,031   10,155,272  
 
Funded  Debt  to  EBITDA     1.72   2.97   3.42  
 

Financing  Strategy  
E.A.   Farren   Limited,   Project   Developer   for   Gordonstoun   Nova   Scotia,   in   conjunction   with   the  
other   project   team   members   has   begun   to   identify   other   sources   of   potential  
financing/financial   support   for   this   project.     Although   in   the   early   stages,   several   pools   of   funds  
have  been  identified  as  potential  for  this  project.    Given  the  early  stage  we  have  not  included  
any  of  these  pools  within  the  financial  framework.    The  project  team  also  intends  to  engage  the  
franchisor  to  leverage  their  knowledge  and  relationships  within  the  European  financial  market.  
 
Detailed  financial  projections  have  been  prepared  and  are  presented  in  Appendix  C  –  Income  
Statement,  Appendix  D  –  Balance  Sheet  and  Appendix  E.  
 
The  School  has  developed  a  five-­‐pronged  financing  strategy  which  includes:  
• Senior   debt   placed   with   European   -­‐   based   international   Bank,   Non-­‐Bank,   and   Wealth  
Management  lenders,  and  knowledgeable  in  Not-­‐for-­‐profit  institutions.    
• Subscription   sales   in   the   amount   of   $6   million   in   the   Chinese   student   placement   market  
where  there  is  very  high  and  competitive  placement  demand  for  a  Canadian  and  English  
language  based  education  that  will  be  carried  out  in  conformity  with  School  admission  
standards  and  practices,  
• Subordinated  Debt  in  the  amount  of  $1  million  through  subscription  by  Friends  of  the  
School  to  be  known  as  Incorporators  of  the  School,    
• Cash  flows  through  student  and  Summer  School    student  fees,  and  
• A  Financial  Guarantee  from  the  Province  of  Nova  Scotia  in  the  amount  of  $7.2  million.    
 

28  

 
Working  within  the  construction  budget  it  is  anticipated  that  75%  of  the  construction  cost  will  
be  financed  with  25%  coming  from  operations.      
 
The  School,  as  stated,  within  the  five-­‐pronged  financing  strategy  detailed  on  page  27,  will  sell  
student   placement   seat   subscriptions   that   are   common   in   the   Chinese   market   where   there   is  
very   high   and   competitive   placement   demand   for   prestigious   overseas   education.     A   total   of  
120   subscriptions   will   be   sold   in   strict   conformity   with   the   School’s   admission   standards   at   a  
price  of  $50,000  Canadian  per  subscription.    
 
In   addition,   the   School   will   secure   a   subordinated   debt   like   facility   since   it   is   unable   to   sell  
common   equity   due   to   it’s   not   for   profit   status.   This   subordinated   debt   will   be   sold   by  
subscription   to   supporters   of   the   School’s   educational   philosophy   and   internationally  
recognized   environmental   standards.   There   is   a   strong   local,   regional   and   international  
expression  of  interest  to  support  the  School  in  this  manner.  
 
Subordinated   debt   subscribers   will   be   recognized   as   Incorporators   of   the   School   and   will   be  
listed   as   such   on   the   School’s   web   site   and   in   the   School’s   annual   magazine   printed   for   the  
parents   of   students,   alumni,   and   friends   of   the   School.   Incorporators   will   also   be   invited   to  
significant  student  performed  cultural  and  competitive  sports  events  during  the  academic  year  
and  to  exclusive  lunches.  
 
The   financial   guarantee   requested   of   the   Province   of   Nova   Scotia   will   be   provided   for   the  
benefit   of   the   senior   lender   along   with   a   mortgage   over   the   facility   and   a   general   security  
agreement.   A   $1.0   million-­‐dollar   cash   sweep   has   been   built   into   the   financial   projections  
beginning  in  Year  Three  to  further  improve  the  profile  for  the  senior  lender.  
 
 

29  

 
P  &  L  Statements:  The  First  Three  Years  
The  Gordonstoun  Nova  Scotia  team  have  assembled  P  &  L  projections  for  the  first  three  years  
of  Gordonstoun  Nova  Scotia  operations  that  are  projected  on  conservatively  based  enrollment  
figures  in  order  to  provide  an  acid  test  of  Gordonstoun  Nova  Scotia’s  financial  viability  on  a  go  
forward  basis  in  each  of  its  three  formative  years.    

These  conservatively  based  enrolment  figures  are  as  follows:  

1. 100   students   in   the   first   year   of   operations   enrolled   from   Gordonstoun   Nova   Scotia’s  
student  catchment  area  of  1/3rd  Canada  and  the  United  States,  1/3rd  from  Europe,  and  
1/3rd   from   the   rest   of   the   world.   It   is   also   forecast   that   these   students   will   be  
predominantly   Grade   9   entrants   in   the   first   year   of   operations   with   some   Grade   10  
students   who   can   be   readily   accommodated   within   teaching   staff   recruitment  
arrangements.  

2.  200   students   in   the   second   year   of   operations   inclusive   of   new   Grade   9   students,  
previously  recruited  Grade  9  students  now  moving  into  Grade  10,  some  new  Grade  10  
students   recruited   in   the   second   year   of   student   recruitment,   and   Grade   10   students  
recruited  in  the  first  year  of  operation  now  moving  into  Grade  11.  

3. 375   students   in   the   third   year   of   operations   inclusive   of   newly   recruited   Grade   9  
students   and   the   rollover   of   students   already   in   place   in   the   second   year   of   School  
operations  into  their  next  Grade  level  inclusive  of  previously  enrolled  Grade  11  students  
now  moving  into  Grade  12.  

It  must  be  asked  how  realistic  are  these  conservatively  estimated  student  enrollment  figures?    

They  are  very  realistic  in  the  instance  of  the  Year  1  recruitment  program  that  is  based  on  a  very  
dynamic  and  high  quality  educational  experience  in  the  developmental  and  foundation  year  of  
the  International  Baccalaureate  (IB)  program  for  each  individual  enrolled  in  the  Grade  9  year  of  
a  four  year  High  School  program.    

Those   who   enroll   in   Grade   10   in   the   first   year   of   student   recruitment   will   benefit   similarly   in  
their  foundation  preparation  year  for  Grade  11  which  is  the  first  full  year  of  the  International  
Baccalaureate  (IB)  program.  

It  is  within  this  context  that  student  recruitment  will  be  based  on:    

1. The   huge   reputation   of   the   Gordonstoun   broad   curriculum   program   that   is   based   on   Dr.  
Kurt  Hahn’s  educational  philosophy  and  the  high  quality  educational  experience  that  is  
provided  within  this  framework.  

2. The   sense   of   adventure   that   is   provided   to   students   within   the   broad   curriculum  
program.  

30  

 
3. The  quality  of  education  that  is  provided  through  a  teaching  staff  that  is  recruited  and  
selected   nationally   and   internationally   based   on   their   high   level   of   training   and  
education   in   their   chosen   subject   teaching   area   and   their   leadership   and   motivational  
skills.  

4. The  very  tight  organizational  structure  of  the  School  from  the  parental  perspective  and  
its  strong  plan  going  forward.    

The   P   &   L   statements   based   on   each   of   these   three   projected   academic   years   of   recruitment  
and   operation,   followed   by   the   P&L   statements   with   full   enrolment   of   600   students,   are   as  
follows:  

 

P  &  L  Statement    -­‐    Year  1  
100  Students  @  $67,800  
Revenue  
Tuition  fees   6,780,000  
Summer  school  fees   678,000  
Student  fees,  extracurricular         137,500  
Total  Revenue   7,755,500  
 
Expenses  
Gordonstoun  economic  return   265,843  
Salaries  
  Teaching   1,822,920  
  Other   1,177,303  
  Pensions   30,382  
Teaching  cost   402,562  
Maintenance   364,584  
Marketing,  administration,  alumni   258,247  
Refectory,  foods  and  non-­‐foods   1,063370  
Utilities     265,843  
Insurance   121,528  
Domestic  and  welfare   30,382  
Administration  costs   106,337  
Other  costs       129,124  
Total  Expenses   6,266,289  
 
Profit/Loss   1,557,075  
 
 

31  

 
 
P  &  L  Statement    -­‐    Year  2  
200  Students  @  $67,800  
Revenue  
Tuition  fees   13,560,000  
Summer  school  fees   678,000  
Student  fees,  extracurricular         275,000  
Total  Revenue   14,513,000  
 
Expenses  
Gordonstoun  economic  return   507,955  
Salaries  
  Teaching   3,483,120  
  Other   2,249,515  
  Pensions   58,052  
Teaching  cost   796,189  
Maintenance   696,624  
Marketing,  administration,  alumni   493,442  
Refectory,  foods  and  non-­‐foods   2,031,820  
Utilities     507,995  
Insurance   232,208  
Domestic  and  welfare   58,052  
Administration  costs   203,182  
Other  costs       246,721  
Total  Expenses   12,000,225  
 
Profit/Loss   2,948,165  
 
 

32  

 
 
P  &  L  Statement    -­‐    Year  3  
375  Students  @  $67,800  
Revenue  
Tuition  fees   25,425,000  
Summer  school  fees   1,356,000  
Student  fees,  extracurricular         412,500  
Total  Revenue   27,193,500  
 
Expenses  
Gordonstoun  economic  return   951,773  
Salaries  
  Teaching   6,526,440  
  Other   4,214,993  
  Pensions   108,774  
Teaching  cost   1,441,256  
Maintenance   1,305,288  
Marketing,  administration,  alumni   924,579  
Refectory,  foods  and  non-­‐foods   3,807,090  
Utilities     951,773  
Insurance   453,096  
Domestic  and  welfare   108,774  
Administration  costs   380,709  
Other  costs       462,290  
Total  Expenses   22,452,639  
 
Profit/Loss   6,100,536  

33  

 
P  &  L  Statement    -­‐    Full  Enrollment  
600  Students  @  $67,800  
Revenue  
Tuition  fees   40,680,000  
Summer  school  fees   1,356,000  
Student  fees,  extracurricular         416,600  
Total  Revenue   42,452,600  
 
Expenses  
Gordonstoun  economic  return   2,122,630  
Salaries  
  Teaching   10,188,624  
  Other   6,580,153  
  Pensions   169,811  
Teaching  cost   2,249,988  
Maintenance   2,037,725  
Marketing,  administration,  alumni   1,443,389  
Refectory,  foods  and  non-­‐foods   5,943,364  
Utilities     1,485,841  
Insurance   679,242  
Domestic  and  welfare   169,811  
Administration  costs   594,337  
Other  costs       721,695  
Total  Expenses   34,386,610  
 
Profit/Loss   8,065,990  

34  

 
Due  Diligence  and  Accountability  
Douglas  Younger  who  practices  financial  law  with  Aird  &  Berlis  in  Toronto,  Ontario  will  advise  
Gordonstoun  Nova  Scotia  on  all  financial  matters  both  national  and  international  in  scope  and  
will  serve  on  the  Board  of  Governors  of  Gordonstoun  Nova  Scotia  and  from  which  position  he  
will  have  firsthand  knowledge  on  all  matters  related  to  the  School  and  particularly  in  relation  to  
financial  matters.  
 
Mr.   Younger   represents   some   of   Canada’s   largest   financial   institutions   and   companies   in  
banking,  financing,  and  borrowing,  and  on  insolvency  and  restructuring  transactions  of  all  sizes.  
Mr.   Younger   will   be   assisted   by   the   legal   team   at   Aird   &   Berlis   in   all   other   matters   affecting   the  
School  and  its  operations.  
 
In  addition,  E.A.  Farren,  Limited  as  Project  Developer  has  asked  PricewaterhouseCoopers  LLC  to  
provide  accountancy  for  Gordonstoun  Nova  Scotia  and  to  provide  project  management  services  
from  its  Montreal,  Québec  office  during  the  construction  phase.  The  PricewaterhouseCoopers  
office  in  Montreal  is  providing  similar  oversight  service  for  the  $59  million  container  terminal  
expansion  at  the  Port  of  Saint  John,  New  Brunswick.    
 
Audit  services  will  be  carried  out  by  an  internationally  recognized  third  party  accounting  firm.  

35  

 
Appendix  A  –  Gordonstoun  Franchise  Task  List    

 

36  

 
Task list for possible collaboration
Primary Responsibility (P) and Review and Approve (r)
Area No. Task Gordonstoun Intermediary/cons Owner/funder
ultant
0 Set out our objectives, what we will deliver, and what we require P
as reward and protection
1.Concept Agreement on overall objectives and time scales for a specific P P P
stage project
Consider the need for protection of IP and for in-country P
company. Decide on name of school.
Decide on country-specific structure as permitted by government p r p
(foreign-owned; local company not for profit, or whatever)
Decide on potential company structure to embrace all p p p
stakeholders (land/building owner, local shareholders,
Gordonstoun) with shareholdings to be defined later.
Feasibility 1.1 Provide evidence of demand from in-country (and foreign r P r
and Market parents where appropriate). Provide background demographic
Research and income data for area to be served.
Provide analysis of competing schools: what gap are we
addressing? Local? Ex-pat? Junior/Middle/Senior? Co-ed/ Day
and Boarding? Language of instruction? (eg English)
1.2 Provide evidence of political support as appropriate. Provide r r P
evidence that all relevant permissions and licences are available
1.3 Provide evidence of current exchange control regime and tax r P r
status (or any barriers to profit sharing by a foreign entity).
Ensure that Gordonstoun’s desired economic return is known
1.4 Define optimum size of school and age structure. Define space p P p
requirements (teaching space, sports, music, drama, art,
catering, assembly, teacher accommodation, boarding, roads,
parking amenity space, etc). Obtain 1st cost estimate based on
size. Property owner to confirm desired IRR. Lease term to be
agreed.
1.5 Definition of the academic and broad curriculum, and staffing P r r
(teaching and support staff)
1.6 Define fee levels and salary levels (including ex-pat package if r P r
necessary?)
1.7 Production of pro-forma business plan r P r
1.8 Confirmation of investors and due diligence on them r P
1.9 Confirmation of funding r P
1.10 Investors visit Gordonstoun P
1.11 Heads of Agreement/MOU and provisional decision to proceed P P P
2. Choice of 2.1 Validate choice of site (site visit by Gordonstoun). See also 1.4. P
site
2.2 Define infrastructure requirements (heat/light/aircon, water, r r P
roads, comms, effluent etc), cost, and who pays
2.3 Check transport connectivity for local parents r p r

3. Legal 3.1 Draft licensing, governance and operational agreements in legal r P r
framework form

4. Pre-set up 4.1 Planning of staffing and resources in detail P P r
phase
4.2 Update business plan r P r
4.3 Final decision to proceed P P P
4.4 Identify Board of Directors in accordance with governance plan P r P
4.5 Appoint Principal (15 months before opening) P r r
4.6 Appoint/confirm Marketing team r P r
4.7 Appoint project design team (architect etc) r r P
4.8 Create initial website r r P
4.9 Provide temporary office for Principal and PA r r P
5. The 5.1 Development of the architect’s brief to include the educational r r P
buildings and pastoral perspective. Definition of facilities . See 1.4 above
5.2 Review of architect’s design r r P
5.3 Statutory consents (planning laws etc) r r P
5.4 Specification of equipment, furniture and fittings r r P
5.5 [Add artist’s impression to website] r r P
5.6 Control of the building project through to completion r r P
5.7 Decide on Management Information system and purchase it P r P

6. Set up 6.1 Plan the pace of recruitment of students and staff (the build-up r P r
phase to full capacity) to include all teaching and support staff
6.2 Complete website and prospectus, accelerate marketing effort r r P
6.3 Install MIS and agree on reporting requirements (monthly P P
statistics, accounts)
6.4 Write the timetable (Principal) P P
6.5 Advertise, interview and appoint staff P p
6.6 Complete equipment purchases, fit out buildings r r P
6.7 Introduce all documentation (parental contracts, staff contracts, P r r
admissions documents, curriculum guides, operating policies,
departmental plans, risk management, etc)
6.8 Purchase all curricular resources r r P
6.9 Staff induction P P

7. School 7.1 Identify any equipment or curricular resource shortage r P
opens
7.2 Continue staff induction and training P P
7.3 Meetings to review progress r P
7.4 Re-visit marketing plan and review build-up of student numbers r P
7.5 Continue to appoint and induct staff P P
7.6 Introduce teaching quality review system r P
7.7 Introduce parent newsletter/ on-line portal r P
TIME SCALE SUMMARY

Items References Output Timescales
Concept to MOU 0 &1 MOU. Agreement in principle to work together
Choice of site 2 Confirmation that the chosen site is feasible from
market, technical, permissions, cost, climate,
transport perspectives
Legal 3 All required legal agreements
Pre-set up 4 Feasible business plan; decision to proceed; initial
appointments
Design & building 5 Complete building
Set-up, recruitment 6 Fully trained staffed and ready to go
School opens 7 Success!
Appendix  B  –  Market  Feasibility  Gilbert  McGloan  Gillis  

ϰϭ  

 
December 28, 2017

Edward A. Farren
E.A. Farren Ltd.
P.O. Box 306
Saint John, NB E2L 3Y2

Dear Mr. Farren:

RE: Annapolis County, Nova Scotia Boarding School

Further to our recent meetings, it is our understanding that you desire to
form a company (the “school company”) to construct and operate a
world-class boarding school. The school will be located in Annapolis
County, Nova Scotia. With respect to your development, you have asked
us to address the following (1) the current exchange control Canadian
regime and (2) review and comment on Canadian and Eastern United
States boarding school data.

CANADIAN EXCHANGE CONTROL REGIME

It is our understanding that a foreign investor will have a minority interest in
the school corporation. There are no restrictions on a foreign investor’s
ability to repatriate profits. In fact, there is present no exchange control
regime in Canada. It should be noted that there will be Industry Canada
reporting requirements if the foreign investor acquires a majority interest in
the school or if their investment exceeds $5,000,000. This issue will have to
be reviewed in light of the foreign investor’s interest and actual investment.

CANADIAN AND EASTERN US BOARD SCHOOLS

To support our comments below, we gathered publicly available relevant
data from the leading boarding schools in North America. We then
communicated with each school’s admission office to obtain any missing
details. The data is attached hereto as schedule “A”.

Annual applications

The annual demand for placements at boarding schools in Canada and
the Eastern United States exceeds the available seats. Schools receive
thousands of applications a year which are rejected due to limited
available seats. Acceptance rates at some schools are as low as 11%.
The demand for board school positions greatly exceeds the available
supply.
E.A. Farren Ltd. 2 December 28, 2017

Demand from foreign countries

The demand of international students to Canada has been in rise since the last
five years. Current Canadian Bureau for International Education (CBIE) research
shows that students studying at the primary and secondary level make up
approximately 15 percent of the international student population in Canada. It is
unsurprising that many of these come from the world’s most populous region:
Asia. China and South Korea are the top two source countries.

The Institute of International Education (IIE) found the number of international
students in U.S. high schools more than tripled between 2004 and 2016.
According to a recent Foreign Policy article the number of Chinese students at
U.S. high schools has ballooned in recent years. Given the current state of affairs
in the United States, some families considering American high schools may now
opt for Canadian options. Canada is generally considered by many to be a safer
study destination. Moreover, the immigration rules are also in favour of the
international students. (http://www.vervesmith.com/high-school/high-school-
canada/)

Admission Procedures for International High School students

Admission procedures for International High School students are pretty easy.
There are some simple steps to follow.

Step 1:

Submit duly filled application form to the school with non-refundable application
fee

Step 2:

Proof of English proficiency not older than two years from the date of application

Step 3:

Most recent transcripts of showing performance of last 2 years of studies (varies
from school to school)

If application is accepted by the International Student Co-ordinator, a Letter of
acceptance will be issued to the student. The letter will confirm fee, enrolment
date, program of study and length of program.

Upon receipt of letter of acceptance, students may take it to the nearest
Canadian Embassy, High Commission, or Consulate to apply for a Student Visa or
Study Permit (if required). Generally, applicants will need:
o Documentation verifying personal identification (such as a passport)
o An original Letter of Acceptance
o Proof of funds available to cover tuition and living expenses
o Assurance that the student will return to his/her country of residence after
completion of program
E.A. Farren Ltd. 3 December 28, 2017

Upon receipt of the letter of acceptance, the student is required to pay the
registration fee and tuition fee for the program of studies. In the event that a
student visa/study permit is not awarded by the Canadian Embassy and the
student provides a letter and evidence to support this claim, the tuition will be
refunded in full.

Immigration Rules: Atlantic International Graduate Program

Lenient Canadian immigration rules allow foreign or international students to work
in Canada after they graduate. Atlantic International Graduate Program is one
of such programs which allow foreign or international students to live and work in
Canada after completion of their studies. The program requires hiring of a foreign
skilled worker or international student graduate to fill labour gaps in New
Brunswick, Prince Edward Island, Nova Scotia, or Newfoundland and Labrador.

Fee levels: Comparison with North Eastern American Schools and other Canadian
Schools

Different fee structure is adopted by different international boarding schools in
the North Eastern American Schools and other Canadian Schools. This gives a
variety to the international students. Canadian schools have a lot to offer apart
from less expensive tuition fee when compared to United States. It is noteworthy
that the average annual United States board school fees are approximately
$75,000 (Canadian) and the most expensive school fees approach $100,000
(Canadian).

School Location Fees Grades offered
Avon Old Farms Connecticut US$ 58,900 9th to 12th
Westminster Connecticut US$ 59,900 9th to post-grad
Darrow School New York US$ 56,100 9th to 12th
Ross School New York US$ 77,285 7th to post-grad
Hoosac School New York US$ 52,000 8th to post-grad
Brooks School Massachusetts US$ 59,800 9th to 12th
Berkshire School Massachusetts US$ 60,400 9th to post-grad
Lawrence Acad. Massachusetts US$ 61,150 9th to 12th
Portsmouth Abbey Rhode Island US$ 58,300 9th to 12th
St. Andrew’s Rhode Island US$ 58,600 6th to post-grad
St. George’s Rhode Island US$ 59,750 9th to 12th
Brewster Acad. New Hampshire US$ 59,900 9th to post-grad
Dublin School New Hampshire US$ 59,781 9th to 12th
King Edge hill Nova Scotia C$ 54,500 6th to 12th
Bishop College Quebec C$ 59,900 7th to 12th
Upper Canada Ontario C$ 59,524 (G 8-10) 8th to 12th
College C$ 62,524 (G 11-12)
Lakefield School Ontario C$ 63,000 9th to 12th
Ridley College Ontario C$ 63,700 9th to 12th
St. Andrews College Ontario C$ 63,500 5th to 12th
Phillips Exeter New Hampshire US$ 49,880 9th to 12th
Phillips Academy Massachusetts US$ 52,600 9th to 12th
Choate Rosemary Hall Connecticut US$ 57,420 9th to 12th
E.A. Farren Ltd. 4 December 28, 2017

Atlantic Canada boarding school demand

Private schools across Canada are increasing in recent years because of the
demand by the parents and students as they believe that quality of education is
far better than any public school. Large chunks of students are left with no
admission as the older private schools of 19th century gets their admissions filled
early and the students have very less to choose from. This shows that there is a
need and demand for growth in private schools.

About hundreds of families inquire about openings at Strathcona-Tweedsmuir
School in Alberta each year despite having options to enroll in other schools.
Usually few spots are open, with major entry points in Grades 7 and 10. Families
are more concerned about learning styles. Another private boarding school, viz.
Lakefield College School in Ontario, grades 9 to 12 school, receives about 700
inquiries a year and accepts about 135 new students. In smaller markets, families
looking at private schools have fewer choices. In Atlantic Canada, most
prospective students apply with King’s-Edgehill School, NS because of lack of
options and it receives only 175 to 200 applicants each year as compared to 600
to 700 applicants in Upper Canada or Western Canada.

This shows the growing concern for more number of international private
boarding schools in Atlantic Canada. In the last one decade, private school
enrolment increased in every province except P.E.I. and New Brunswick where
there was a very slight decline. In British Columbia, Alberta and Saskatchewan,
private school enrolment grew by 24-34 per cent over a short period. These
occurred during a 13-year period when Canada’s school-age population shrank
significantly.

Pertinent results

The table below shows private boarding schools trends in each province and the
relation to overall enrolment.
E.A. Farren Ltd. 5 December 28, 2017

Across Canada, demand for private schools is clearly rising.

Please do not hesitate to contact the undersigned if you have any questions,
comments, or concerns.

Yours very truly,

GILBERT McGLOAN GILLIS

John C. Gillis
jcgillis@gmglaw.com

JCG/msk
Canadian Boarding Schools
1. Bishop’s College School ........................................................................................................................ 2

2. Rothesay Netherwood School ............................................................................................................... 3

3. Upper Canada College ......................................................................................................................... 5

4. King's-Edgehill School ............................................................................................................................ 7

5. Appleby College .................................................................................................................................... 8

6. Ashbury College ................................................................................................................................... 10

7. Bronte College ...................................................................................................................................... 12

8. Lakefield College School..................................................................................................................... 13

9. Ridley College ....................................................................................................................................... 15

10. St. Andrew's College .......................................................................................................................... 17

11. Pickering College ............................................................................................................................... 19

12. The Bishop Strachan School .............................................................................................................. 20

13. King's-Edgehill School ........................................................................................................................ 22

14. Havergal College ............................................................................................................................... 24

15. Stanstead College .............................................................................................................................. 26

References ................................................................................................................................................. 27
1. Bishop’s College School
80 chemin Moulton Hill Phone: 819-566-0227
Sherbrook, QC J1M 1Z8 www.bishopscollegeschool.com

Bishop’s College School was founded in 1836 as the Lennoxville Classical School by the Reverend
Lucius Doolittle.

Students

Boys Girls Total Percentage
Boarding - - 195 75
Day - - 65 25
Total - - 260 100

40% students received financial aid approximately of $1.5 million.
Average class size is 15 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 27 - Canadian Boarding Students: $53,900
- International Students: 40% - Canadian Day Students: $22,800
- International Boarding Students: $ 59,900

Teachers
Student-Teacher Ratio is 7:1

College/University Matriculation (the last several years)

Canada:
- McGill University
- University of Toronto
- University of Waterloo
USA
- New York University
- Stanford University
- Boston University
International
- London School of Business
- Oxford Brookes University
- American University of Paris

Endowment
Approx. market value: $21 million

Contact Details
-Admission Office: Phone 819-566-0238/296, admissions@bishopscollegeschool.com

Schedule “A” Canadian Boarding Schools Page 2 of 27
2. Rothesay Netherwood School
40 College Hill Road Phone: 506-847-8224
Rothesay, NB E2E 5H1 Fax: 506-848-0851
www.rns.cc

Established in 1877, it is a Co-educational university preparatory school for day and boarding
students in Grades 6 to 12.

Students

Boys Girls Total Percentage
Boarding - - 135 50
Day - - 135 50
Total - - 270 100

30% students received financial aid.
Average class size is 16 students.
Accepting rate is 80%.

Student Demographics Tuition and Other Expenses
- International Students: 15% - Canadian Boarding Students (Grades 6-10): $37,940
- Canadian Boarding Students (Grades 11-12): $38,660
- Canadian Day Student (Grades 9-10): $23,120
- Canadian Day Student (Grades 11-12): $23,840
- International Boarding Students (Grades 6-10): $
57,460
- International Boarding Students (Grades 11-12): $
58,180

Teachers
Student-Teacher Ratio is 7:1
60% teaching faculty with advanced degree.

College/University Matriculation (the last several years)

Canada:
- McGill University
- University of Toronto
- University of Waterloo
USA
- University of Southern California
- Harvard University
- Boston University

Schedule “A” Canadian Boarding Schools Page 3 of 27
Endowment
Approx. market value: $7 million

Contact Details
-Admission Office: Phone 506-847-8224, Fax 506-848-0851819, admission@rns.cc

Schedule “A” Canadian Boarding Schools Page 4 of 27
3. Upper Canada College
200 Lonsdale Rd. Phone: 416-488-1125
Toronto ON M4V 1W6 www.ucc.on.ca

Upper Canada College was founded in 1829.

Students

Boys Girls Total Percentage
Boarding - - 88 12
Day - - 652 88
Total - - 740 100

34.5% students received financial aid approximately of $5 million.
Average class size is 19 students.

Student Demographics Tuition and Other Expenses
-Countries Represented: 24 - Canadian Boarding Students (Grades 8-
-International Students: 40% 10): $56,024
- Canadian Boarding Students (Grades 11-
12): $59,024
- Canadian Day Student (Grades 8-12):
$31,400
- International Boarding Students (Grades 8-
10): $59,524
- International Boarding Students (Grades 11-
12): $62,524

Teachers
Student-Teacher Ratio is 8:1
54% teaching faculty hold advanced degree

College/University Matriculation (the last several years)

Canada:
- Ryerson University
- University of Toronto
- University of Waterloo
USA
- Princeton University
- Albany University
- Boston University
International
- Newcastle University
- University of Bristol

Schedule “A” Canadian Boarding Schools Page 5 of 27
- Université de Genève

Endowment
Approx. market value: $100 million

Contact Details
-Admission Office: Phone 416-488-1125, ext. 2221, Fax 416-484-8618,
admission@ucc.on.ca

Notable Achievements
- 100% university offers, 18 different sports with teams, 60+ clubs

Notable Alumni
• Brendan Fraser (Class of 1987) actor
• Ernest McCulloch (Class of 1943) stem cell pioneer
• Michael Ignatieff (Class of 1965) Liberal Party leader
• Barney Williams (Class of 1996) Olympic rower
• J. Michael Evans (Class of 1984) Olympic rower, CEO of Goldman Sachs Asia
• Stephen Leacock (Class of 1887) author
• Robertson Davies (Class of 1932) author

Schedule “A” Canadian Boarding Schools Page 6 of 27
4. King's-Edgehill School
33 King's-Edgehill Lane Phone: 902-798-2278
Windsor, Nova Scotia B0N 2T0 Fax: 902-798-2105
www.kes.ns.ca

Founded in 1788, King’s-Edgehill is Canada's first independent School. An International
Baccalaureate School since 1979.

Students

Boys Girls Total Percentage
Boarding - - - -
Day - - - -
Total - - 320 100

33% students received financial aid.
Average class size is 13 students.

Student Demographics Tuition and Other Expenses
-Countries Represented: 20 - Canadian Boarding Students: $41,750
- Canadian Day Student: $17,750
- International Boarding Students: $54,500

Teachers
Student-Teacher Ratio is 7:1

Endowment
Approx. market value: $100 million

Contact Details
-General Office: kesinfo@kes.ns.ca

Schedule “A” Canadian Boarding Schools Page 7 of 27
5. Appleby College
540 Lakeshore Road West, Phone: 905-845-4681
Oakville, Ontario L6K 3P1 Fax: 905-845-9829
www.appleby.on.ca

Founded in 1911, Appleby College is an international independent, coed, day and boarding
school serving students from grade 7 to grade 12.

Students

Boys Girls Total Percentage
Boarding - - 273 36
Day - - 487 64
Total - - 760 100

Approximately 18% of Appleby College families receive financial assistance annually.
Over 90% of financial assistance is provided in the form of bursaries.
Average class size is 16 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 40 - Canadian Boarding Students: $64,565
- Canadian Day Students (Grade 11): $42,620
- Canadian Day Students (Grade 9-10): $38,
645
- International Boarding Students: $69,440

Teachers
Student-Teacher Ratio is 9:1

College/University Matriculation (the last several years)

Canada:
- McGill University
- University of Toronto
- University of Waterloo
USA
- New York University
- Princeton University
- Northeastern University
International
- University College London
- The University of Edinburgh
- Vrije Universiteit Amsterdam

Contact Details

Schedule “A” Canadian Boarding Schools Page 8 of 27
-Admission Office: Phone: 905-845-4681, ext. 252, info@appleby.on.ca

Notable Alumni
• Raymond Massey (Class of 1914) Actor
• John Marshall Harlan II (Class of 1916) Justice of the United States Supreme Court (1955–
1971)
• John Osler (Class of 1933) Director of Ontario's Special Investigations Unit (1990–1995)
• George Atkins (Class of 1934) founder, Developing Countries Farm Radio Network;
member, Order of Canada
• J. Pearce Bunting (Class of 1947) President (1977–1995), Toronto Stock Exchange
• Norman Atkins (Class of 1953) Canadian Senator
• Dan Hays (Class of 1958) Canadian Senator, former Leader of the Opposition in the
Senate
• William Gairdner (Class of 1960) Olympic athlete (Decathlon, Tokyo, 1964), conservative
author
• Bryan Baeumler (Class of 1992) television host for HGTV's Disaster DIY and Disaster DIY:
Cottage
• Brianne Jenner (Class of 2009) Canadian Women's Hockey Team Olympic Gold Medalist

Schedule “A” Canadian Boarding Schools Page 9 of 27
6. Ashbury College
362 Mariposa Avenue Phone: 613-749-5954
Ottawa, Ontario K1M 0T3 Fax: 613-749-9724
www.ashbury.ca

Ashbury College was founded in 1891 by George Penrose Woollcombe, an ambitious Oxford
University graduate and a new Canadian.

Students

Boys Girls Total Percentage
Boarding - - 107 15
Day - - 608 85
Total - - 715 100

10% students received financial aid.
Average class size is 17 students.
Acceptance rate is 65%

Student Demographics Tuition and Other Expenses
- International students: 20% - Boarding Students: $62,500

Teachers
Student-Teacher Ratio is 7:1
95% teaching faculty holds advanced degree

College/University Matriculation (the last several years)

Canada
- McGill University
- University of Toronto
- University of Waterloo
USA
- Princeton University,
- Harvard University
- University of Chicago
International
- London School of Economics
- Sorbonne University of Paris
- University of Oxford

Schedule “A” Canadian Boarding Schools Page 10 of 27
Endowment
Approx. market value: $10 million

Contact Details
-Admission Office: Phone: 613-749-5954, admissions@ashbury.ca

Notable Alumni
• John Turner - Prime Minister of Canada
• Stockwell Day - Member of Parliament of Canada
• Ryan Semple - 2006/2010 Olympian
• Matthew Perry - Actor
• Adrian Harewood - Anchor, CBC News
• Lt. Gen. Guy Simonds - Chief of Staff, Canadian Army

Schedule “A” Canadian Boarding Schools Page 11 of 27
7. Bronte College
3688 Bronte College Court Phone: 905-270-7788
Mississauga, Ontario L5B 1M9 Fax: 905-270-7828
www.brontecollege.ca

Founded in 1991, Bronte College is a private International Baccalaureate (IB) World School
offering Grades 9 to 12 for day and boarding students.

Students

Boys Girls Total Percentage
Boarding - - 360 90
Day - - 40 85
Total - - 400 100

10% students received financial aid.
Average class size is 18 students. And Acceptance rate is 65%

Student Demographics Tuition and Other Expenses
- International students: 90% - Boarding Students: $30,600
- Countries represented: 30 - Day Students: $15,600

Teachers
Student-Teacher Ratio is 18:1
65% teaching faculty holds advanced degree

College/University Matriculation (the last several years)

- McGill University
- University of Toronto
- University of Waterloo
- Simon Fraser University
- University of British Columbia

Contact Details
-Admission Office: Phone: 905-270-7788 Ext. 2025, admissions@brontecollege.ca

Schedule “A” Canadian Boarding Schools Page 12 of 27
8. Lakefield College School
4391 County Road 29, Phone: 705-652-3324
Lakefield, Ontario K0L 2H0 Fax: 705-652-6320
www.lcs.on.ca

Founded in 1879, LCS is now an independent, coeducational, primarily boarding institution.
Students

Boys Girls Total Percentage
Boarding - - 260 73
Day - - 105 27
Total - - 355 100

25% students received financial aid approximately of $1.9 million.
Average class size is 16 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 20 - Canadian Boarding Students: $57,000
- International Students: 26% - Canadian Day Students: $32,000
- International Boarding Students: $63,000

Teachers
Student-Teacher Ratio is 7:1

College/University Matriculation (the last several years)

Canada:
- Queens’s University
- University of Toronto
- Western University
International
- University of Birmingham
- Royal College of Surgeons in Ireland
- King’s College London

Endowment
Approx. market value: $30 million

Contact Details
- Admission Office: Phone: 705-652-3324, admissions@lcs.on.ca

Schedule “A” Canadian Boarding Schools Page 13 of 27
Notable Alumni

• HRH Prince Andrew, Duke of York, (Class of 1978) Member of the British Royal Family
• HM Felipe VI of Spain (Class of 1985) Member of the Spanish Royal Family, King of Spain
• Ted Byfield (Class of 1944) Western Canadian writer, publisher
• Emilio Azcárraga Jean (Class of 1987) CEO of Televisa, the largest media company in the
Spanish-speaking world
• Anna Gainey (Class of 1996) Liberal Party of Canada President (2014–present)
• Ian Binnie (Class of 1957) Justice of the Supreme Court of Canada, Served from 1998 to
2011
• David Miller (Class of 1977) Mayor of Toronto from 2003 to 2010
• Will Arnett (Class of 1988) Actor
• Matt Frewer (Class of 1976) Actor
• Cody Ceci (Class of 2011) Hockey Player (NHL), Ottawa Senators

Schedule “A” Canadian Boarding Schools Page 14 of 27
9. Ridley College
2 Ridley Road, Phone: 905-684-1889
St. Catharines, Ontario L2R 7C3 Fax: 905-684-8875
www.ridleycollege.com

In 1889, Ridley College opened its doors, initially welcoming students from Canada and across the
Atlantic.

Students

Boys Girls Total Percentage
Boarding - - 358 52
Day - - 307 48
Total - - 665 100

30% students received financial aid approximately of $2.5 million.
Average class size is 16 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 44 - Canadian Boarding Students (5
- International Students: 217 (34%) night): $50,950
- Canadian Boarding Students: $56,950
- Canadian Day Student (Grades 9-12):
$31,950
- International Boarding Students: $63,700

Teachers
Student-Teacher Ratio is 9:1
27% Teaching Faculty holds advanced degree

College/University Matriculation (the last several years)

Canada:
- Queens’s University
- University of Toronto
- Western University
USA
- Brown University
- University of California, Los Angeles
- Princeton University
International
- UNSW Australia
- Ludwig Maximilians University, Germany
- Ecole Hoteliere de Lausanne, Switzerland

Endowment

Schedule “A” Canadian Boarding Schools Page 15 of 27
Approx. market value: $24 million

Contact Details
- Admission Office: Phone: 905-684-1889 ext. 2207, 1-866-603-
1889, admissions@ridleycollege.com

Notable Alumni
• Hume Cronyn (Class of 1931) Actor. Winner of the Order of Canada in 1988 and recipient
of the Tony Lifetime Achievement Award
• Neil W. Campbell (Class of 1951) Olympic Rower
• Colm J. Feore (Class of 1977) Actor
• Don S. McMurtry (Class of 1982) Founding Partner of Research in Motion - makers of the
BlackBerry
• Duncan (Rob) Coutts (Class of 1988) Musician and bass player for "Our Lady Peace"
• Raine (MIchael) Maida (Class of 1989) Musician and lead singer for "Our Lady Peace"
• Sophie Kallinis LaMontage (Class of 1996) DC Cupcake Owner/TLC Reality Show Star
• Samantha E.M. McGlone (Class of 1997) Olympic Triathlete 2004
• Katherine Kallinis (Class of 1998) DC Cupcake Owner/TLC Reality Show Star
• Andrew Peters (Class of 1999) NHL Hockey Player

Schedule “A” Canadian Boarding Schools Page 16 of 27
10. St. Andrew's College
15800 Yonge Street, Phone: 905-727-3178
Aurora, Ontario L4G 3H7 Fax: 905-841-6911
www.sac.on.ca

Founded in 1889

Students

Boys Girls Total Percentage
Boarding - - 258 40
Day - - 387 60
Total - - 645 100

27% students received financial aid approximately of $2.5 million.
Average class size is 18 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 25 - Canadian Boarding Students: $58,175
- Canadian Day Student: $35,120
- International Boarding Students: $63,500

Teachers
Student-Teacher Ratio is 9:1
36% Teaching Faculty holds advanced degree

College/University Matriculation (the last several years)

Canada:
- Université de Montréal
- University of Toronto
- University of British Columbia
USA
- Harvard University
- Columbia University
- Princeton University
International
- University of Exeter
- Royal Holloway College, University of London
- Newcastle University

Endowment
Approx. market value: $32 million

Contact Details
Schedule “A” Canadian Boarding Schools Page 17 of 27
- Admission Office: Phone: 905-727-3178/ 303, 1-866-603-1889, Fax: 905-727-
9032, admission@sac.on.ca

Notable Alumni
• David Dodge - Former Governor of the Bank of Canada
• Lawren Harris (Class of 1903) Canadian Landscape artist, Member of the Group of Seven
• Kiefer Sutherland (Class of 1986) Actor
• Graham F. Towers (Class of 1913) First Governor of the Bank of Canada
• Harry Watson (Class of 1916) Member, Hockey Hall of Fame
• Hon. John C. Crosbie (Class of 1949) Lieutenant-Governor, Newfoundland & Labrador
• Michael Del Zotto (Class of 2008) New York Rangers
• Steve Amell (Class of 2000) Actor
• Timothy Findley (Class of 1950) Canadian novelist and playwright
• John McCurdy (Class of 1903) Canadian Aviation Pioneer and Lieutenant Governor of
Nova Scotia
• Vincent Massey (Class of 1906) Governor General of Canada

Schedule “A” Canadian Boarding Schools Page 18 of 27
11. Pickering College
16945 Bayview Ave, Phone: 905-895-1700
Newmarket, Ontario L3Y 4X2 Fax: 905-895-9076
www.pickeringcollege.on.ca

Founded in 1842, Pickering College provides a nurturing, supporting and enriching 21st century
learning environment for all students, JK to Grade 12.
Students

Boys Girls Total Percentage
Boarding - - 122 29
Day - - 293 71
Total - - 415 100

Average class size is 18-20 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 25 - Canadian Boarding Students (Grades 7-
- International Students: 20% 8): $60,270
- Canadian Boarding Students (Grades 9-
12): $60,570
- Canadian Day Student (Grades 9-12):
$30,110
- International Boarding Students (Grades 7-
12): $63,020

Teachers
Student-Teacher Ratio is 9:1
67 Faculty/ Associate Faculty
129 Bachelor degree holder
11 Master’s degrees
1 Doctorate

Contact Details
- Admission Office: Phone: 905-895-1700, admission@pickeringcollege.on.ca

Schedule “A” Canadian Boarding Schools Page 19 of 27
12. The Bishop Strachan School
298 Lonsdale Road, Phone: 416-483-4325
Toronto, Ontario M4V 1X2 www.bss.on.ca

Established in 1867, our founders opened their doors with the intention of educating girls and
teaching them how to be leaders

Students

Boys Girls Total Percentage
Boarding - - - -
Day - - - -
Total - - 910 100

10% students received financial aid of approx. 1.5 million
Average class size is 20 students.

Tuition and Other Expenses
- Canadian Boarding Students: $57,500
- Canadian Day Student: $31,740
- International Boarding Students: $60,130

Teachers
Student-Teacher Ratio is 12:1
80% Teaching Faculty holds advanced degree

College/University Matriculation (the last several years)

Canada:
- McGill University
- University of Toronto
- University of Western Ontario
USA
- Brown University
- Columbia University
- Princeton University

Endowment
Approx. market value: $11 million

Contact Details
- More Info : info@bss.on.ca

Notable Alumni
• Lin Chi-Ling (Class of 1993) - Taiwanese Model and Actress

Schedule “A” Canadian Boarding Schools Page 20 of 27
• Dr. Joan WHITTEN Miller (Class of 1976) - Macular Degeneration Specialist, Harvard
Medicine
• Valerie PRINGLE (Class of 1971) - Canadian television host and journalist
• Margaret WENTE (Class of 1968) - Columnist for The Globe and Mail
• Veronica TENNANT (Class of 1964) - Prima Ballerina at the National Ballet Company
• Margot NUNNS Northey (Class of 1957) - Former Dean of Queen's School of Business
• Ann SOUTHAM (Class of 1955) - Famous Canadian Composer
• Beatrice Helen WORSLEY (Class of 1939) - First female computer scientist in Canada
• Margaret Campbell (Class of 1930) - Municipal and Provincial Politician
• Emily MURPHY (Class of 1886) - Canadian Women's Wrights Activist, the British Empire's first
female judge and one of the Famous Five

Schedule “A” Canadian Boarding Schools Page 21 of 27
13. King's-Edgehill School
33 King's-Edgehill Lane, Phone: 902-798-2278
Windsor, Nova Scotia B0N 2T0 Fax: 902-798-2105
www.kes.ns.ca

Founded in 1788, King’s-Edgehill is Canada's first independent School.

Students

Boys Girls Total Percentage
Boarding - - 205 63
Day - - 125 37
Total - - 330 100

33% students received financial aid of approx. 1.5 million.
Average class size is 15 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 20 - Canadian Boarding Students: $41,750
- Canadian Day Student: $17,750
- International Boarding Students: $54,500

Teachers
Student-Teacher Ratio is 7:1

College/University Matriculation (the last several years)

Canada:
- University of Toronto
- University of British Columbia
- Dalhousie University
USA
- Harvard University
- Columbia University
- Princeton University

Contact Details
- Admission Office: Phone: 902-798-2278 ext. 3593 (Janet Naugler), janetn@kes.ns.ca

Notable Alumni
• Sir Robert Barry Dickey (1829): Father of Confederation
• Sir John Hamilton Gray (1829): Prince Edward Island Premier and Father of
Confederation
• David Andrews (1966): President and C.E.O. of the American Hockey League. Annually
named one of the most powerful people in hockey by The Hockey News.
• Fred Fountain (1966): The Chancellor of Dalhousie Univerity, Fred Fountain is one of the
leading philanthropist's in Canada.

Schedule “A” Canadian Boarding Schools Page 22 of 27
• Andrew Kam (1980): CEO of Hong Kong Disney
• Ian Frenette (1995): Vice President - Boston Celtics
• James Gilbert (2000): Accomplished and award winning Canadian actor.

Schedule “A” Canadian Boarding Schools Page 23 of 27
14. Havergal College
1451 Avenue Rd, Phone: 416-483-3519
Toronto, On M5N 2H9 www.havergal.on.ca

Founded in 1894, Havergal College is one of Canada’s pre-eminent independent schools for girls
from Kindergarten to Grade 12.

Students

Boys Girls Total Percentage
Boarding - - 50 5
Day - - 870 95
Total - - 930 100

9% students received financial aid of approx. 900,000.
Average class size is 18 students.

Student Demographics Tuition and Other Expenses
- Countries Represented: 20 - Canadian Boarding Students: $58,000
- Canadian Day Student: $31,725

Teachers
Student-Teacher Ratio is 9:1
30% Teaching Faculty holds advanced degree

College/University Matriculation (the last several years)

Canada:
- University of Toronto
- University of British Columbia
- Dalhousie University
USA
- Harvard University
- Columbia University
- Yale University
International
- King’s College London
- Royal College of Surgeons in Ireland
- St. George’s University

Contact Details
- Admission Office: Phone: 416-482-4724, admissions@havergal.on.ca

Schedule “A” Canadian Boarding Schools Page 24 of 27
Notable Alumni

• Paula Cox (1976)- Premier of Bermuda from 2010 to 2012.
• Dr. Martha Jane Poulson (1970)- Canada’s first blind physician
• Sarah Richardson (1989)- Designer and Media Personality
• Sarah Pape (1990)-Member of the 2004 Canadian Women's Olympic Rowing Team
• Roslyn MacLeod McMann (1995)- Member of the 2004 Canadian Olympic Rowing team
• Gillian Apps (2001)- Olympic Winter Games gold medal winner in 2006, 2010 and 2014 on
the Canadian Women's Hockey Team.
• Suzanne Ma (2002)- Author of "Meet Me in Venice" (2015)
• Alexandra Orlando (2005)- Member of the 2008 Canadian Women's Olympic Rhythmic
Gymnastics Team

Schedule “A” Canadian Boarding Schools Page 25 of 27
15. Stanstead College
450 Dufferin Street, Phone: 819 876-2702
Stanstead, Quebec J0B 3E0 Fax: 819-876-5891
www.stansteadcollege.com

Established in 1872

Students
Boys Girls Total Percentage
Boarding - - 171 71
Day - - 68 29
Total - - 239 100

40% students received financial aid of approx. 1.5 million
Average class size is 13 students.

Student Demographics Tuition and Other Expenses
- International students: 40% - Canadian Boarding Students: $48,100
- Canadian Day Student: $20,800
- International Boarding Student: $60,200

Teachers
Student-Teacher Ratio is 8:1
11% Teaching Faculty holds advanced degree

College/University Matriculation (the last several years)
Canada:
- Dalhousie University
- University of Toronto
- Acadia University
USA
- University of Miami
- University of San Diego
- Yale University

Endowment
Approx. market value: $10 million

Contact Details
- More Info: Phone: 819-876-2223, admissions@stansteadcollege.com

Schedule “A” Canadian Boarding Schools Page 26 of 27
References

SCHOOL PROFILES. (n.d.). Retrieved October 30, 2017, from http://www.ourkids.net/school-
profiles.php

(n.d.). Retrieved October 30, 2017,
from http://www.citationmachine.net/bibliographies/244870308?new=true

(n.d.). Retrieved October 30, 2017, from https://topboarding.ca/top8.asp

Home. (n.d.). Retrieved October 30, 2017,
from https://www.boardingschoolreview.com/canada-boarding-schools

Bishop's College School | Bishop's College School | A Private Day & Boarding School in
Sherbrooke, QC. (n.d.). Retrieved October 30, 2017,
from http://www.bishopscollegeschool.com/

Rothesay Netherwood School. (n.d.). Retrieved October 30, 2017, from http://www.rns.cc/

Upper Canada College. (n.d.). Retrieved October 30 , 2017, from http://www.ucc.on.ca/

King's-Edgehill School | Private IB School in Windsor, Nova Scotia. (n.d.). Retrieved October 30,
2017, from http://www.kes.ns.ca/

Appleby College | Fascinating Minds Since 1911. (n.d.). Retrieved October 30, 2017, from
http://www.appleby.on.ca/

World-class IB coeducation in the heart of Ottawa - Ashbury College. (n.d.). Retrieved October
30, 2017, from http://www.ashbury.ca/

Find Yourself Here. (n.d.). Retrieved October 30, 2017, from http://www.brontecollege.ca/

Canada's Top University Prep, Boarding & Day School in Ontario. (n.d.). Retrieved October 30,
2017, from http://www.lcs.on.ca/

Best private boys boarding school in Canada - St. Andrew's College. (n.d.). Retrieved October
30, 2017, from http://www.sac.on.ca/

Home - Pickering College. (n.d.). Retrieved October 30, 2017, from
http://www.pickeringcollege.on.ca/

Girls Private University Prep & Boarding School in Toronto. (n.d.). Retrieved October 30, 2017, from
http://www.bss.on.ca/

King's-Edgehill School | Private IB School in Windsor, Nova Scotia. (n.d.). Retrieved October 30,
2017, from http://www.kes.ns.ca/

Home. (n.d.). Retrieved October 30, 2017, from http://www.havergal.on.ca/

(n.d.). Retrieved October 30, 2017, from http://www.stansteadcollege.com/

Schedule “A” Canadian Boarding Schools Page 27 of 27
USA Boarding Schools

1. Phillips Academy .................................................................................................................................... 2

2. Phillips Exeter Academy ........................................................................................................................ 4

3. St. Paul's School ....................................................................................................................................... 6

4. Deerfield Academy ................................................................................................................................ 8

5. Groton School ....................................................................................................................................... 10

6. The Lawrenceville School .................................................................................................................... 11

7. Milton Academy ................................................................................................................................... 13

8. Choate Rosemary Hall ......................................................................................................................... 15

9. The Hotchkiss School ............................................................................................................................ 17

10. Middlesex School ............................................................................................................................... 19

11. Peddie School ..................................................................................................................................... 21

12. Kent School .......................................................................................................................................... 23

13. Emma Willard School.......................................................................................................................... 25

14. The Taft School .................................................................................................................................... 27

15. Concord Academy ............................................................................................................................ 29

16. The Stony Brook School ...................................................................................................................... 31

17. The Loomis Chaffee School ............................................................................................................... 33

18. St. Andrew's School ............................................................................................................................ 35

19. The Hill School ..................................................................................................................................... 37

20. Mercersburg Academy ..................................................................................................................... 39

References ................................................................................................................................................. 41
1. Phillips Academy
180 Main Street Phone: 978 749 4000
Andover, Massachusetts 01810 www.andover.edu

Phillips Academy, founded in 1778, is a coeducational boarding school, grades 9–12 and
postgraduate. In 1973, the school merged with Abbot Academy, the oldest chartered girls’ school
in New England.

Students

Boys Girls Total Percentage
Boarding 419 423 842 73
Day 154 154 308 27
Total 573 577 1,150 100

48%(550 students) of students received financial aid in 2016-2017.
Average class size is 13 students.
Acceptance rate is 13%

Class Distribution Student Demographics
- Grade 12: 319 - States and Territories Represented: 44
- Grade 11: 323 - Countries Represented: 44
- Grade 10: 288 - International Students: 9%
- Grade 9: 220

Admission Statistics Tuition and Other Expenses
- Completed Applications: 2,981 - Boarding Students: $52,600
- Admitted: 430 - Day Students: $41,000
- Matriculated: 347 - Estimated Additional Expenses: $2,600
(From public schools: 39%, From private
schools: 39%, From foreign schools: 15%
From parochial or home schools: 7%)

Teachers
Student-Teacher Ratio is 5:1

Highest Degree
Ph. D.: 47
Master's: 130
J.D. 4
Bachelor's: 37

College/University Matriculation (over the past 3 years)
Boston College

Schedule “A” USA Boarding Schools Page 2 of 42
Harvard University
University of Chicago
University of Pennsylvania
Yale University

Polls Taken by Student and Parents
89% of students and parents agree that the teachers give engaging lessons.
78% of students and parents agree that the teachers genuinely care about the students.
89% of students and parents agree that the teachers adequately lead and control the classroom.
86% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2016, approx. market value: $970 million

Contact Details
-Admission: admission@andover.edu, 978-749-4050
-Dean of Studies Office Team- 978-749-4030

Notable school alumni/alumnae:
• President George Bush - 41st President of the United States
• Oliver Wendell Holmes - Poet, literary leader and doctor
• Benjamin Spock - Author; authority on child-rearing; anti-war activist
• Jack Lemmon - Academy Award-winning actor
• President George W. Bush - 43rd President of the United States
• Julia Alvarez - Poet, novelist, and author
• Frederick Law Olmstead - designed NYC's Central Park
• Christopher Hughes - co-founded Facebook and served as online strategist for Obama
campaign
• Rebecca Dowling Adams - US's first female Top Gun pilot

Schedule “A” USA Boarding Schools Page 3 of 42
2. Phillips Exeter Academy
20 Main Street Exeter Phone: 603-772-4311
New Hampshire 03833 www.exeter.edu

Phillips Exeter Academy founded by John Phillips in 1781, is a coeducational boarding school,
grades 9–12 and postgraduate.

Students

Boys Girls Total Percentage
Boarding - - 873 81
Day - - 211 19
Total 552 532 1,084 100

47.3 students are receiving financial aid services in 2017-2018. Total financial aid awarded
$22,316,908.
Average class size is 12 students per class. And the acceptance rate in 19 percent.

Admission Statistics Student Demographics Tuition and Other
- Completed applications: - Current students come from 44 Expenses
2,663 states, the District of Columbia, - Tuition Boarding
- Admitted: 17.4% Puerto Rico and 30 foreign countries. Students: $49,880
New students entering: 353 - International students 8.5% (92) - Day Students: $38,740
- From public schools 53% - Students of color 43.2%
- From private, parochial,
military or foreign schools
47%

Teachers
Student-Teacher Ratio is 5:1

Highest Degree
Total Faculty 213 (includes teachers and administrative faculty)
Degrees Held Doctorate 21% (45)
Master’s 63% (135)
Bachelor’s 16% (33)

College/University Matriculation (over the past 3 years)
Columbia University – 42 students
Harvard University- 27 students
Massachusetts Institute of Technology- 25 students
Tufts University – 25 students
University of Michigan – 25 students

Schedule “A” USA Boarding Schools Page 4 of 42
Yale University- 31 students

Polls Taken by Student and Parents
90% of students and parents agree that the teachers give engaging lessons.
81% of students and parents agree that the teachers genuinely care about the students.
71% of students and parents agree that the teachers adequately lead and control the classroom.
89% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2017(unaudited), approx. market value: 1.2 billion

Contact Details
- Admissions: admit@exeter.edu , 603-777-3437

Notable school alumni/alumnae:
• Mark Zuckerberg - Founder and CEO, Facebook
• Dan Brown - Bestselling Author, The Da Vinci Code
• Pauline Chiou - Award-winning Anchor and Correspondent, CNN Hong Kong
• Win Butler - Lead Vocalist and Songwriter of Grammy Award-winning band Arcade Fire
• John Knowles - Author, A Separate Peace
• John Irving - Bestselling Author and Academy Award-winning Screenwriter, The World
According to Garp, The Cider House Rules
• Suzy Welch - Bestselling Author, Television Commentator and Noted Business Journalist
• Pierre S. Du Pont - President, Du Pont; Chair and President, General Motors Corporation
• Robert Todd Lincoln - Son of President Abraham Lincoln, US Secretary of War
• Daniel Webster - US Senator from Massachusetts

Schedule “A” USA Boarding Schools Page 5 of 42
3. St. Paul's School
325 Pleasant Street Phone: 603-229-4600
Concord, New Hampshire 03301 www.sps.edu

St. Paul’s School, a co-educational, fully residential high school founded in 1856.

Students

Boys Girls Total Percentage
Boarding - - -
Day - - -
Total 268 262 530 100

39 % students are receiving financial aid services in 2017-2018. Total financial aid awarded $11.2
million.
Average class size is 15 students per class. And the acceptance rate in 16 percent.

Class Distribution Student Demographics
- Grade 12: 141 - States and Territories Represented: 38
- Grade 11: 137 - Countries Represented: 20
- Grade 10: 145 - International Students: 19%
- Grade 9: 107

Admission Statistics (Fall 2017) Tuition and Other Expenses
- Completed Applications: 1421 - Tuition, room and board (2017-18): $58,155 -
- Admitted: 167 Mandatory fees: $1,195
(From public schools: 29, From private schools: - Estimated additional fees (not including
50, From foreign schools: 21) travel): $2,610

Teachers
Student-Teacher Ratio is 5:1

College/University Matriculation (over the past 4 years)

Georgetown University - 26 students
Brown University - 23 students
Harvard University - 22 students
Cornell University – 20 students
University of Pennsylvania – 20 students
Dartmouth College – 20 students

Polls Taken by Student and Parents
88% of students and parents agree that the teachers give engaging lessons.

Schedule “A” USA Boarding Schools Page 6 of 42
100% of students and parents agree that the teachers genuinely care about the students.
100% of students and parents agree that the teachers adequately lead and control the classroom.
88% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2017 approx. market value: $602.1 million

Contact Details
-Admission office: Toll Free 1-888-644-9611 • Tel 603-229-4700 admission@sps.edu •

Notable school alumni/alumnae:
• John Kerry - U.S. Senator, Massachusetts
• Garry Trudeau - Cartoonist, Doonesbury
• Robert Mueller - Director, FBI
• Lorene Cary - Author/Speaker
• Jeff Halpern - NHL All-Star
• Hobey Baker - Renowned hockey star and World War I war hero
• Edward Harkness – Philanthropist
• William Randolph Hearst - Newspaper publisher
• Nick Stoller - Filmmaker and Producer

Schedule “A” USA Boarding Schools Page 7 of 42
4. Deerfield Academy
7 Boyden Lane Phone: 413-772-0241
Deerfield, Massachusetts 01342 Fax: 413-772-1100
www.deerfield.edu/

Deerfield Academy, founded in 1797, is an independent, coeducational boarding and day
school located in Western Massachusetts.

Students

Boys Girls Total Percentage
Boarding - - -
Day - - -
Total - - 648 100

35 % students are receiving financial aid services in 2017-2018. Total financial aid awarded $10.3
million.
Average class size is 12 students per class. And the acceptance rate in 17 percent.

Admission Statistics Student Demographics Tuition and Other
- Applications, 1883 - US Enrollment: 38 states, plus District Expenses
- Admitted, 332 of Columbia -Boarding Students:
- Matriculated, 211 - International Enrollment: 42 $58,050
countries -Day Students: $41,610.
-Textbooks & Academic
Services, $1125
-Technology, $815.

Teachers
Student-Teacher Ratio is 5:1

College/University Matriculation (between 2001-2016)
Yale University
Georgetown University
Dartmouth College
University of VA
Harvard University
Polls Taken by Student and Parents
80% of students and parents agree that the teachers give engaging lessons.
100% of students and parents agree that the teachers genuinely care about the students.
80% of students and parents agree that the teachers adequately lead and control the classroom.

Endowment
June 30, 2017 approx. market value: $532 million

Schedule “A” USA Boarding Schools Page 8 of 42
Contact Details
-Admission office: Phone: 413-774-1400 Fax: 413-772-1129

Notable school alumni/alumnae:
• King Abdullah - King of Jordan
• John McPhee – Author
• Buddy Teevens - Collegiate football coach
• Matthew Fox - Actor

Schedule “A” USA Boarding Schools Page 9 of 42
5. Groton School
282 Farmers Row Phone: 978-448-3363
Groton, Massachusetts 0145 Fax: 978-448-3100
www.groton.org

Students

Boys Girls Total Percentage
Boarding - - - 85
Day - - - 15
Total - - 381 100

38 % students are receiving financial aid services in 2017-2018. Total financial aid awarded $6.9
million.
Average class size is 11 students per class. And the acceptance rate in 12 percent.

Student Demographics Tuition and Other Expenses
-US Enrollment: 31 states -Boarding $55,700
-International Enrollment: 14 countries -Day: $43,390
- International students: 8 percent -Heath fee: $400 (boarding only)
- Countries Represented: Canada, China, Hong Kong, -Technology, $600
Japan, Mexico, Netherlands, Singapore, South Africa,
South Korea, Sweden, Thailand, United Arab Emirates,
United Kingdom, United States

Teachers
Student-Teacher Ratio is 5:1

College/University Matriculation (over the past 5 years)

Harvard University - 23 students
Georgetown University - 22 students
Brown University - 16 students
Bowdoin College - 15 students
University of Chicago - 15 students
University of Virginia - 14 students

Endowment
2017 approx. market value: $360 million

Contact Details
- Admission Office: Phone:978-448-7510, admission@sps.edu

Schedule “A” USA Boarding Schools Page 10 of 42
6. The Lawrenceville School
2500 Main Street Phone: 609-896-0400
Lawrenceville, New Jersey 08648 www.lawrenceville.org

Its founding in 1810 as the Maidenhead Academy, what is today known as The Lawrenceville
School.

Students
Boys Girls Total Percentage
Boarding - - 68
Day - - 32
Total - - 818 100

35 % students are receiving financial aid services in 2017-2018. Total financial aid awarded $10.3
million.
Average class size is 12 students per class. And the acceptance rate in 19 percent.

Student Demographics Tuition and Other Expenses
- International Students: 15% - Boarding Students: $63,625
- Day Students: $52,365

Teachers
Student-Teacher Ratio is 8:1

College/University Matriculation (between 2001-2016)
Princeton University – 37 students
Georgetown University - 26 students
New York University – 24 students
Columbia University – 22 students
Yale University – 19 students
University of Pennsylvania – 18 students

Polls Taken by Student and Parents
93% of students and parents agree that the teachers give engaging lessons.
93% of students and parents agree that the teachers genuinely care about the students.
86% of students and parents agree that the teachers adequately lead and control the classroom.
78% of students and parents agree that students at this school are competitive.

Endowment
Approx. market value: $372 million

Schedule “A” USA Boarding Schools Page 11 of 42
Contact Details
- Admission Office: Phone: 800-735-2030 / 609-895-2030, admission@lawrenceville.org

Notable school alumni/alumnae:
• Michael Eisner 1960 - Former CEO, The Walt Disney Company
• Huey Lewis 1967 - Musician/singer
• Horace Porter 1854 - Brigadier General in Civil War, Medal of Honor Winner, Grant's White
House Secretary
• Jay Carney 1983 - White House Press Secretary
• Fox Butterfield 1957 - Pulitzer Prize-winning journalist, The New York Times
• Joakim Noah 2004 - NBA player, Chicago Bull
• James Merrill 1943 - Author, The Changing Light at Sandover

Schedule “A” USA Boarding Schools Page 12 of 42
7. Milton Academy
170 Centre Street Phone: 617-898-1798
Milton, Massachusetts 02186 www.milton.edu

Students

Boys Girls Total Percentage
Boarding - - 350 50
Day - - 350 50
Total - - 700 100

35% students are receiving financial aid services in 2017-2018. Total financial aid awarded $10.3
million.
Average class size is 14 students per class. And the acceptance rate in 14 percent.

Student Demographics Tuition and Other Expenses
- US Enrollment: 28 states - Tuition Boarding students: $57,650
- International Enrollment: 27 countries - Day students: $47,330
- International students 14%

Teachers
Student-Teacher Ratio is 5:1

Highest Degree
Total Faculty 140
Degrees Held Doctorate 10%
Master’s 75%

College/University Matriculation (over the past 3 years)
Harvard College: 37 students
Brown University: 22 students
Brown University: 22 students
New York University: 19
Boston College: 16 students
Columbia University: 16 students

Polls Taken by Student and Parents
86% of students and parents agree that the teachers give engaging lessons.
86% of students and parents agree that the teachers genuinely care about the students.
73% of students and parents agree that the teachers adequately lead and control the classroom.
85% of students and parents agree that students at this school are competitive.

Endowment

Schedule “A” USA Boarding Schools Page 13 of 42
Approx. market value: 255 million

Contact Details
- Admissions: Phone: 617-898-2227, Fax: 617-898-1701, admission@milton.edu

Notable school alumni/alumnae:
• T.S. Eliot - Poet, dramatist and literary critic
• Buckminster Fuller - American architect, author, designer, futurist, inventor and visionary
• Robert F. Kennedy - Former United States Attorney General, former US Senator from New
York and one of former U.S. President John F. Kennedy's younger brothers
• Ted Kennedy - Former Massachusetts State Senator and one of former U.S. President John
F. Kennedy's younger brothers
• Deval Patrick - Current Governor of the Commonwealth of Massachusetts and the first
African American to hold that office
• James Taylor - American singer and songwriter
• Touré - American novelist, music journalist, cultural critic and television personality
• Charles Codman Cabot - Former Justice of the Superior Court of Massachusetts and
former Chief of the Secretariat of the U.S. Strategic Bombing Survey during World War II
• David Lindsay-Abaire - Pulitzer Prize winning American playwright
• Hanford MacNider - Former United States diplomat and United States Army General,
serving in both World War I and World War II

Schedule “A” USA Boarding Schools Page 14 of 42
8. Choate Rosemary Hall
333 Christian Street Phone: 203-697-2000
Wallingford, Connecticut 06492 www.choate.edu

“Rosemary Hall, a school for girls, was founded in 1890 by Mary Atwater Choate. In 1896 Mary’s
husband, Judge William G. Choate, established The Choate School for boys on the same family
property in Wallingford. In 1900, Rosemary Hall moved its campus to Greenwich and another 70
years would pass before Rosemary Hall “came home” to Wallingford.”

Students

Boys Girls Total Percentage
Boarding - - 646 75
Day - - 216 25
Total - - 862 100

35 % students are receiving financial aid services. Average financial aid awarded $12.1 million.
Average class size is 12 students per class.
The acceptance rate in 18 percent.

Student Demographics Tuition and Other Expenses
-International students: 18% - Boarding students: $57,420
- Day students: $44,400

Teachers
Student-Teacher Ratio is 6:1

College/University Matriculation (Between 2012 – 2016)
New York University: 57 students
Yale University: 46 students
Columbia University: 40 students
George Washington University: 32 students
Boston College: 30 students

Polls Taken by Student and Parents
100% of students and parents agree that the teachers give engaging lessons.
100% of students and parents agree that the teachers genuinely care about the students.
100% of students and parents agree that the teachers adequately lead and control the classroom.
100% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2017(unaudited), approx. market value: 1.2 billion

Schedule “A” USA Boarding Schools Page 15 of 42
Contact Details
- Admissions: Phone: Phone: 203-697-2239, Fax: 203-697-2629

Notable school alumni/alumnae:
• Adlai Stevenson ’18 - former U.S. Ambassador to the United Nations
• John F. Kennedy ’35 - 35th President of the United States
• Edward Albee ’46 - Pulitzer Prize-winning playwright
• Robert D. McCallum Jr. ’64 - former U.S. Ambassador to Australia
• Glenn Close '65 - Emmy, Tony and Golden Globe Award-winning film and stage actress
• Victoria J. Nuland ’79 - former U.S. Representative to NATO
• Paul Giamatti '85 - Emmy Award-winning broadway and film actor
• Angela Ruggiero ’98 - four-time Women’s Olympic Ice Hockey Champion
• Chris Denorfia '98 - center fielder for the San Diego Padres
• Hilary Knight '07 - 2010 Olympic Ice Hockey Champion, youngest member of Team USA

Schedule “A” USA Boarding Schools Page 16 of 42
9. The Hotchkiss School
11 Interlaken Road, Phone: 860-435-2591
Lakeville, Connecticut 06039 www.hotchkiss.org

Founded in 1891, the school provides an education of academic to students in grades 9 through
12, and to a small number of postgraduates.

Students

Boys Girls Total Percentage
Boarding - - 92
Day - - - 8
Total 307 320 627 100

32 % students are receiving financial aid services. Total financial aid awarded $9.4 million.
Average class size is 12 students per class. And the acceptance rate in 21 percent.

Student Demographics Tuition and Other Expenses
- US Enrollment: 35 states - Boarding Students: $56,545
- International Enrollment: 34 countries and 5 continents - Day Students: $48,080
- International students: 17%
- U.S. students of color: 37%

Teachers
Student-Teacher Ratio is 6:1
155 faculty members (part-time and full-time)
47% women / 53% men
84% hold advanced degrees

College/University Matriculation (between 2013-2016)
Yale University
Middlebury College
New York University
Cornell University
Trinity College
Princeton University

Polls Taken by Student and Parents
63% of students and parents agree that the teachers give engaging lessons.
63% of students and parents agree that the teachers genuinely care about the students.
75% of students and parents agree that the teachers adequately lead and control the classroom.
60% of students and parents agree that students at this school are competitive.

Schedule “A” USA Boarding Schools Page 17 of 42
Endowment
June 30, 2016 approx. market value: $403 million

Contact Details
-Admission office: Phone: 860-435-3102

Notable school alumni/alumnae:
• Malcolm Baldrige, Jr. – United States Secretary of Commerce
• Luke Glendening – NHL forward for the Detroit Red Wings
• Peter Duchin – orchestra leader; organizer, Peter Duchin Orchestras and Duchin
Entertainment
• Peter Arno – The New Yorker cartoonist
• Jonathan Bush – George H. W. Bush's brother and investment banker
• Willard F. Enteman II (g. 1955) [4] – 11th Bowdoin College President
• David Hawkins (g. 1931) [4] – science philosopher and Manhattan Project’s official
historian

Schedule “A” USA Boarding Schools Page 18 of 42
10. Middlesex School
1400 Lowell Road Phone: 978-369-2550
Concord, Massachusetts 01742 Fax: 978-287-4759
www.mxschool.edu

Founded by Frederick Winsor in 1901.

Students

Boys Girls Total Percentage
Boarding - - 280 70
Day - - 120 30
Total - - 400 100

35 % students are receiving financial aid services in 2017-2018. Total financial aid awarded $6.1
million.
Average class size is 12 students per class. And the acceptance rate in 18 percent.

Student Demographics Tuition and Other Expenses
-US Enrollment: 27 states - Boarding Students: $59,760
- International Enrollment: 17 countries - Day Students: $47,810
- International Students: 14% - Books and spending money: $1200

Teachers
Student-Teacher Ratio is 4:1

74% Teaching faculty with advanced degrees

College/University Matriculation (between 2013-2017)
Boston College: 19 students
Dartmouth College:19 students
Georgetown University: 17 students
University of Chicago: 15 students
Colby College: 15 students

Polls Taken by Student and Parents
88% of students and parents agree that the teachers give engaging lessons.
100% of students and parents agree that the teachers genuinely care about the students.
100% of students and parents agree that the teachers adequately lead and control the classroom.
100% of students and parents agree that students at this school are competitive.

Schedule “A” USA Boarding Schools Page 19 of 42
Endowment
Approx. market value: $252 million

Contact Details
- Admission: Phone: 978 371-6524, admissions@mxschool.edu

Notable school alumni/alumnae:
• Bill Richardson, Former Governor of New Mexico and former Presidential candidate
• Bill Weld, Former Governor of Massachusetts
• Steve Carell, Actor – The Office; Despicable Me; Crazy, Stupid, Love.
• Kevin Systrom, Co-Founder of Instagram
• Henry Cabot Lodge, Jr., Former U.S. Senator from Massachusetts
• Anthony Lake, Executive Director of UNICEF
• Jessica Tuck, Actor – One Life to Live, HBO’s True Blood, High School Musical
• William Hurt, Academy Award-winning actor
• Elizabeth Mayhew, Columnist for The Washington Post and contributing editor at
NBC’s Today Show
• Cass Sunstein, Professor at Harvard Law School, former head of Obama’s Office of
Information and Regulatory Affairs
• Chris Van Hollen, United States Senator, Maryland

Schedule “A” USA Boarding Schools Page 20 of 42
11. Peddie School
201 South Main Street Phone: 609-944-7500
Hightstown, New Jersey 08520 www.peddie.org

Students

Boys Girls Total Percentage
Boarding - - 347 63
Day - - 204 37
Total - - 551 100

40% students are receiving financial aid services in 2017-2018. Total financial aid awarded $7
million.
Average class size is 12 students per class. And the acceptance rate in 25 percent.

Student Demographics Tuition and Other Expenses
- International Enrollment: 38 countries - Boarding Students: $58,100
- International Students: 19% - Day Students: $48,800

Teachers
Student-Teacher Ratio is 6:1

75% Teaching faculty with advanced degrees

College/University Matriculation (in 2017)
University of Pennsylvania: 5 Students
United States Naval Academy: 5 students
Princeton University: 4 students
University of Southern California: 4 students
Lafayette College: 4 students

Polls Taken by Student and Parents
58% of students and parents agree that the teachers give engaging lessons.
68% of students and parents agree that the teachers genuinely care about the students.
63% of students and parents agree that the teachers adequately lead and control the classroom.
63% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2017, approx. market value: $321 million

Contact Details

Schedule “A” USA Boarding Schools Page 21 of 42
- Admission office: Phone: 609-944-7501, admission@peddie.org

Notable school alumni/alumnae:
• Walter Annenberg (Class of 1927) Former ambassador to United Kingdom, founder of TV
Guide and Seventeen magazine, philanthropist
• John J. McCloy (Class of 1912) Assistant secretary of war durring WWII, president of the
World Bank, High Commissioner of Germany 1949-52
• George Lloyd Murphy (Class of 1921) Academy Award-winning actor, noted tap dancer,
US Senator from California 1964-71
• Howard W. Koch (Class of 1934) Film producer and director
• Larry Kelley (Class of 1993) Winner of 1937 Heisman Trophy, first recipient of the trophy that
bears the Heisman name
• H. Richard Hornberger (Class of 1941) Published the novel M*A*S*H in 1968 under the pen
name Richard Hooker. The novel would later inspire the film and TV series of the same
name.
• Finn M. W. Caspersen (Class of 1959) Financier, philanthropist, CEP of Beneficial
Corporation and Knickerbocker Management
• Nelson Diebel (Class of 1990) Two-time Olympic gold medalist in swimming
• B.J. Bedford (Class of 1990) Olympic gold medalist in swimming

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12. Kent School
1 Macedonia Rd Phone: 860-927-6000
Kent, Connecticut 06757, USA www.kent-school.edu

Kent is a leading secondary school with a rich tradition and history since its founding in 1906.

Students

Boys Girls Total Percentage
Boarding - - 520 91
Day - - 50 9
Total 314 256 570 100

43% students are receiving financial aid services in 2017-2018. Total financial aid awarded $8.6
million.
Average class size is 12 students per class. And the acceptance rate in 39 percent.

Student Demographics Tuition and Other Expenses
- US Enrollment: 29 states - Boarding Students: $58,450
- International Enrollment: 39 countries - Day Students: $46,300
- International Students: 30%

Teachers
Student-Teacher Ratio is 7:1

77% Teaching faculty with advanced degrees

College/University Matriculation (in 2017)
Columbia University: 5 students
Trinity College: 5 students
Hamilton College (NY): 4 students
Brown University: 3 students
Georgetown University: 3 students
New York University – 3 students

Polls Taken by Student and Parents
90% of students and parents agree that the teachers give engaging lessons.
100% of students and parents agree that the teachers genuinely care about the students.
90% of students and parents agree that the teachers adequately lead and control the classroom.
100% of students and parents agree that students at this school are competitive.

Endowment

Schedule “A” USA Boarding Schools Page 23 of 42
June 30, 2017, approx. market value: $87 million

Contact Details
- Admission office: 860-927-6111, admissions@kent-school.edu

Notable school alumni/alumnae:
• Seth Woodbury MacFarlane-American actor, animator, cartoonist, writer, producer
• Edward Bridge "Ted" Danson III -American actor, author, and producer
• Lauren Santo Domingo- contributing editor at Vogue and the co-founder of online
fashion retailer Moda Operandi.
• John Bordley Rawls- American moral and political philosopher
• Kate Victoria "KT" Tunstall- Scottish singer-songwriter and guitarist
• Cyrus Roberts Vance- American lawyer and United States Secretary of State

Schedule “A” USA Boarding Schools Page 24 of 42
13. Emma Willard School
285 Pawling Ave Phone: 518-833-1300
Troy, New York 12180 Fax: 518-833-1815
www.emmawillard.org

Founded in 1814

Students

Boys Girls Total Percentage
Boarding - - 214 60
Day - - 140 40
Total - - 354 100

41% students are receiving financial aid services in 2017-2018. Total financial aid awarded $4.2
million.
Average class size is 12-14 students per class. And the acceptance rate in 36 percent.

Student Demographics Tuition and Other Expenses
- US Enrollment: 31 states - Boarding Students: $59,990
- International Enrollment: 35 countries - Day Students: $36,380
- International Students: 80 students

Teachers
Student-Teacher Ratio is 6:1

87 % teaching faculty with advanced degrees

College/University Matriculation (between 2014 - 2017)

New York University: 16 students
Boston University: 10 students
Cornell University: 10 students
Northeastern University: 10 students
Wellesley College: 9 students
University of Vermont: 8 students

Polls Taken by Student and Parents
100% of students and parents agree that the teachers give engaging lessons.
100% of students and parents agree that the teachers genuinely care about the students.
86% of students and parents agree that the teachers adequately lead and control the classroom.
80% of students and parents agree that students at this school are competitive.

Schedule “A” USA Boarding Schools Page 25 of 42
Endowment
June 30, 2015, approx. market value: $93 million

Contact Details
- Admission Office: 518-833-1320, admissions@emmawillard.org

Notable school alumni/alumnae:
• Jane Fonda – Actress
• Kirsten Gillibrand '84 - Junior Senator for NY State

Schedule “A” USA Boarding Schools Page 26 of 42
14. The Taft School
110 Woodbury Road Phone: 860-945-7777
Watertown, Connecticut 06795 www.taftschool.org

Founded in 1890, the Taft School is a co-educational boarding and day school for students in
grades 9 to 12.

Students

Boys Girls Total Percentage
Boarding - - 492 83
Day - - 103 17
Total 295 300 595 100

35% students are receiving financial aid services in 2017-2018. Total financial aid awarded $9.2
million.
Average class size is 11 students per class. And the acceptance rate in 21 percent.

Admission Statistics Student Demographics Tuition and Other
- Applications: 1670 - US Enrollment: 33 states Expenses
- Admitted: 184 - International Enrollment: 44 - Boarding Students:
- From private school: 35% countries $59,000
- From public schools: 45% - International Students: 20% - Day Students: $44,000

Teachers
Student-Teacher Ratio is 5:1

96% teaching faculty with advanced degrees

College/University Matriculation (between 2013 - 2017)
Georgetown University: 32 students
Trinity College: 26 students
University of Virginia: 23 students
Cornell University: 20 students
New York University: 18 students
Colgate University: 17 students

Polls Taken by Student and Parents
100% of students and parents agree that the teachers give engaging lessons.
89% of students and parents agree that the teachers genuinely care about the students.
100% of students and parents agree that the teachers adequately lead and control the classroom.

Endowment

Schedule “A” USA Boarding Schools Page 27 of 42
June 30, 2017, approx. market value: $238 million

Contact Details
- Admission Office: Phone 860-945-7700, Fax: 860-945-7808, admissions@taftschool.org

Notable school alumni/alumnae:
• Trey Anastasio (Class of '83) Phish lead guitarist
• Henry Beard (Class of '63) Co-founder, National Lampoon
• Peter Berg (Class of '80) Actor, director, Friday Night Lights, Hancock, The Kingdom
• Mary Chapin Carpenter (Class of '76) Five-time Grammy winner
• Alfred Gilman (Class of '58) Nobel laureate in Physiology or Medicine
• Patrick Kerney (Class of '95) Defensive End, Seattle Seahawks
• Allison Mleczko (Class of '93) Two-time Olympic medalist, Women's Ice Hockey
• Robert Sweet (Class of '40) U.S. Federal judge, former deputy mayor, NYC
• Robert Taft (Class of '59) Former governor of Ohio
• George Weyerhaueser (Class of '44) Former chairman and CEO of Weyerhaueser Co.

Schedule “A” USA Boarding Schools Page 28 of 42
15. Concord Academy
166 Main Street, Phone: 978-402-2200
Concord, Massachusetts 01742 Fax: 978-402-2210

www.concordacademy.org

Founded in 1922

Students

Boys Girls Total Percentage
Boarding - - 152 40
Day - - 229 60
Total 195 187 382 100

25% students are receiving financial aid services in 2017-2018. Total financial aid awarded $4.1
million.
Average size is 12 students per class. And the acceptance rate in 21 percent.

Admission Statistics Student Demographic Tuition and Other Expenses
- From private or foreign - International Students: 9% - Boarding Students: $56,360
school: 60% - Day Students: $45,390
- From public schools:
40%

Teachers
Student-Teacher Ratio is 6:1

83% teaching faculty with advanced degrees

College/University Matriculation (between 2012 - 2016)

Tufts University: 24 students
New York University: 19 students
Wesleyan University: 14 students
Connecticut College: 13 students
Middlebury College: 12 students

Polls Taken by Student and Parents
88% of students and parents agree that the teachers give engaging lessons.
88% of students and parents agree that the teachers genuinely care about the students.

Schedule “A” USA Boarding Schools Page 29 of 42
88% of students and parents agree that the teachers adequately lead and control the classroom.
67% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2015, approx. market value: $62 million

Contact Details
- Admission Office: Phone: 978-402-2250, admissions@concordacademy.org

Notable school alumni/alumnae:
• Tom First '85 - co-founder, Nantucket Nectars
• Peter Fisher '74 - former US Undersecretary of the Treasury
• Tom Forman '91 - executive producer,
• Julia Glass '74 - novelist,
• Sebastian Junger '80 - novelist,
• David Lewis '76 - investigative journalist, CNN
• Hilary Price '87 - syndicated cartoonist,
• Caroline Kennedy Schlossberg '75 - lawyer, writer, philanthropist
• Drew Gilpin Faust - President of Harvard University

Schedule “A” USA Boarding Schools Page 30 of 42
16. The Stony Brook School
1 Chapman Parkway Phone: 631-751-1800
Stony Brook, New York 11790 www.stonybrookschool.org

Founded in 1922 with the motto “Character Before Career,” The Stony Brook School is a Christian,
co-ed, college preparatory boarding and day school for 7-12th grade students

Students

Boys Girls Total Percentage
Boarding - - 212 55
Day - - 174 45
Total - - 386 100

45% students are receiving financial aid services in 2017-2018.
Average size is 14 students per class. And the acceptance rate in 40 percent.

Student Demographic Tuition and Other Expenses
- International Students: 33% - Boarding Students: $53,700 (7 days),
- US enrollment: 10 States $45900 (5 days)
- International enrollments: 18 Countries - Day Students: $29,100 (Upper school)
$24,700 (Lower school)

Teachers
Student-Teacher Ratio is 7:1

65% teaching faculty with advanced degrees

College/University Matriculation (in 2016)

Boston University: 3 students
University of Delaware: 3 students
New York University: 3 students
Georgetown University: 2 students
American University: 2 students

Polls Taken by Student and Parents
86% of students and parents agree that the teachers give engaging lessons.
100% of students and parents agree that the teachers genuinely care about the students.
100% of students and parents agree that the teachers adequately lead and control the classroom.
100% of students and parents agree that students at this school are competitive.

Schedule “A” USA Boarding Schools Page 31 of 42
Endowment
Approx. market value: $14 million

Contact Details
- Admission Office: Phone: 631-751-1800 Ext. 1

Notable school alumni/alumnae

• Aaron Belz (Class of 1989) Professor of English/Published Poet
• Jorge Bolet (Class of 1934) Professional Pianist, Curtis Institute Instructor
• William G. Bowdler (Class of 1943) U.S. Ambassador & Asst. Secretary of State
• Lars Brownworth (Class of 1993) Historian, Published Author, Teacher
• John W.A. Buyers (Class of 1946) President, C. Brewer & Co.
• Clayton Daley (Class of 1968) Chief Financial Officer, Procter & Gamble Co.
• Sarah Drew (Class of 1998) Film & Television Actress
• Franklin Graham Evangelist, son of Billy Graham
• Heinrich Holland (Class of 1943) Professor of Science, Harvard University
• Charles F. Johnson (Class of 1958) Executive Producer, CBS/Paramount Pictures

Schedule “A” USA Boarding Schools Page 32 of 42
17. The Loomis Chaffee School
4 Batchelder Road Phone: 860-687-6000
Windsor, Connecticut 06095 www.loomischaffee.org

Founded in 1874

Students

Boys Girls Total Percentage
Boarding - - 483 70
Day - - 207 30
Total - - 690 100

33% students are receiving financial aid services in 2017-2018. Total financial aid awarded $10.4
million.
Average size is 12 students per class. And the acceptance rate in 27 percent.

Student Demographic Tuition and Other Expenses
- US enrollment: 30 States - Boarding Students: $59,640
- International enrollments: 40 Countries - Day Students: $45,360
- International Students: 17%

Teachers
Student-Teacher Ratio is 5:1

70% teaching faculty with advanced degrees

College/University Matriculation (in 2017)
Yale University
University of Toronto
Princeton University
Harvard University
Georgetown University

Polls Taken by Student and Parents
91% of students and parents agree that the teachers give engaging lessons.
91% of students and parents agree that the teachers genuinely care about the students.
82% of students and parents agree that the teachers adequately lead and control the classroom.
83% of students and parents agree that students at this school are competitive.

Endowment
June 30, 2015, approx. market value: $171.2 million

Schedule “A” USA Boarding Schools Page 33 of 42
Contact Details
- Admission Office: Phone: 860-687-6400, Fax: 860-298-8756, admission@loomis.org

Notable school alumni/alumnae
• George Schultz '38 - Former Secretary of State
• Ella T. Grasso '36 - Former Governor of Connecticut
• Arthur Ochs Sulzberger '45 - New York Times Chairman
• Henry R. Kravis '63 - Financier; founding partner, Kohlberg Kravis Roberts & Co.
• James Widdoes '72 - Actor, writer, and producer
• Gretchen Ulion '90 - 1998 Winter Olympic Games US women's ice hockey Olympic gold
medalist
• John D. Rockefeller III '25 - Successful businessman and philanthropist
• Winthrop Rockefeller '31 - Former governor of Arkansas
• Jason Wu '01 - Fashion designer (designed First Lady Michelle Obama's inaugural ball gown
and other pieces for the first lady)
• Frank Bruni ’82 - Journalist, The New York Times and the New York Times Magazine

Schedule “A” USA Boarding Schools Page 34 of 42
18. St. Andrew's School
350 Noxontown Road Phone: 302-378-9511
Middletown, Delaware 19709 Fax: 302-378-7120
www.standrews-de.org

Founded in 1929
Students

Boys Girls Total Percentage
Boarding - - 307 100
Day - - - -
Total - - 307 100

47% students are receiving financial aid services in 2017-2018. Total financial aid awarded $6.4
million.
Average size is 12 students per class. And the acceptance rate in 26 percent.

Student Demographic Tuition and Other Expenses
- International Students: 19% - Boarding Students: $58,710

Teachers
Student-Teacher Ratio is 5:1

70% teaching faculty with advanced degrees

College/University Matriculation (between 2014 - 2017)
Davidson College: 11 students
Bates College: 9 students
New York University: 9 students
University of Virginia: 9 students
Wesleyan University: 9 students
University of Delaware: 8 students

Polls Taken by Student and Parents
94% of students and parents agree that the teachers give engaging lessons.
88% of students and parents agree that the teachers genuinely care about the students.
81% of students and parents agree that the teachers adequately lead and control the classroom.
78% of students and parents agree that students at this school are competitive.

Endowment

Schedule “A” USA Boarding Schools Page 35 of 42
Approx. market value: $195 million

Contact Details
- Admission Office: Phone: 302-285-4231, admissions@standrews-de.org

Notable school alumni/alumnae
• William H Whyte - author of The Organization Man
• Dennis Blair - former Director of National Intelligence and former United States Navy four-
star admiral
• William Brownfield - United States Ambassador to Venezuela
• Bulent Atalay - Physicist and author
• Erin Burnett - news anchor for CNBC
• Hume Horan - American diplomat and ambassador to five countries
• Loundon Wainwright III - American songwriter, folk singer, humorist, and actor
• Kirk Varnedoe - American art historian and writer
• Dominic Seiterle - Canadian rower, Olympic Gold Medalist

Schedule “A” USA Boarding Schools Page 36 of 42
19. The Hill School
860 Beech St. Phone: 610-326-1000
Pottstown, Pennsylvania 19464 http://www.thehill.org

Founded in 1875
Students

Boys Girls Total Percentage
Boarding - - 397 76
Day - - 125 24
Total 292 230 522 100

40% students are receiving financial aid services in 2017-2018. Total financial aid awarded $7.5
million.
Average size is 12 - 14 students per class. And the acceptance rate in 32 percent.

Student Demographic Tuition and Other Expenses
- US enrollment: 28 States - Boarding Students: $56,775
- International enrollments: 23 Countries - Day Students: $39,170
- International Students: 19%

Teachers
Student-Teacher Ratio is 5:1

66% teaching faculty with advanced degrees

College/University Matriculation (between 2013 - 2016)
Yale University
Princeton University
Harvard University
Georgetown University
Trinity College
Tufts University

Polls Taken by Student and Parents
69% of students and parents agree that the teachers give engaging lessons.
85% of students and parents agree that the teachers genuinely care about the students.
85% of students and parents agree that the teachers adequately lead and control the classroom.
100% of students and parents agree that students at this school are competitive.

Endowment
As of July 2017, approx. market value: $162 million

Contact Details

Schedule “A” USA Boarding Schools Page 37 of 42
- Admission Office: Phone: 610-326-1000, ext. 7298, Fax: 610-705-1328
Phone: 610-326-1000, ext. 7251, Fax: 610-705-1753

Notable school alumni/alumnae
• James Baker III '48 - Former Secretary of State
• Norman Pearlstine '60 - Editor-in-chief of Time, Inc
• Tobias Wolff '64 - Stanford University professor and critically acclaimed author of Old School
• Oliver Stone '64 - Academy Award-winning producer/director
• Peter S. Rummell '63 - Chairman and CEO of the Florida real estate and development firm
the St. Joe Co.
• Clark Hoyt '60 - Pulitzer Prize-winning journalist and Washington editor of Knight
Ridder/Tribune Information Services
• Lamar Hunt '51 - Businessman, owner and founder of the Kansas City Chiefs and a creator
of the American Football League

Schedule “A” USA Boarding Schools Page 38 of 42
20. Mercersburg Academy
300 East Seminary Street Phone:717-328-6173
Mercersburg, Pennsylvania 17236 Fax: 717-328-6319
www.mercersburg.edu

Founded in 1893

Students

Boys Girls Total Percentage
Boarding - - 373 85
Day - - 68 15
Total 239 202 441 100

49% students are receiving financial aid services.
Average size is 12 students per class. And the acceptance rate in 38 percent.

Admission Statistics Student Demographic Tuition and Other Expenses
- Inquiries: 1,727 - US enrollment: 29 States and the - Boarding Students: $58,325
- Interviews: 738 District of Columbia - Day Students: $39,250
- Applications: 728 - International enrollments: 44
- Enrolled: 162 Countries
- International Students: 23%

Teachers
Student-Teacher Ratio is 5:1
72% teaching faculty with advanced degrees
78 faculty members have a master’s degree
5 hold doctorates

College/University Matriculation (between 2013 - 2016)
Pennsylvania State University: 37 students
New York University: 30 students
Drexel University: 28 students
University of Pittsburgh: 27 students
Bucknell University: 23 students
Northeastern University: 23 students
Elon University: 22 students

Polls Taken by Student and Parents
91% of students and parents agree that the teachers give engaging lessons.
91% of students and parents agree that the teachers genuinely care about the students.
91% of students and parents agree that the teachers adequately lead and control the classroom.
88% of students and parents agree that students at this school are competitive.

Schedule “A” USA Boarding Schools Page 39 of 42
Endowment
Approx. market value: $251 million

Contact Details
- General office: Phone: 717-328-6173 Fax: 717-328-6319, admission@mercersburg.edu

Notable school alumni/alumnae

• Jimmy Stewart '28 - Actor, Academy Award winner
• Benicio Del Toro '85 - Actor, Academy Award and Golden Globe winner
• Melvin Stewart, Jr. '88 - Olympic Gold Medalist, 200-meter Butterfly (Olympic Record),
Barcelona, 1992; Olympic Gold Medalist, 400-meter Medley Relay and 800-meter Freestyle
Relay, Barcelona, 1992
• Michael Davies '85 - Emmy Winning Producer, ABC's Who wants to be a Millionaire?
• Mark Talbott '78 - Top-ranked professional squash player in the world from 1983-1995; one
of the 15 inaugural inductees into the U.S. Squash Hall of Fame.
• Dr. Lucian Leape '48 - Harvard professor and father of the modern patient safety
movement in the United States

Schedule “A” USA Boarding Schools Page 40 of 42
References

Home. (n.d.). Retrieved October 10, 2017,
from https://www.boardingschoolreview.com/canada-boarding-schools

(n.d.). Retrieved October 10, 2017,
from http://www.citationmachine.net/bibliographies/237275632?new=true

Peddie School. (n.d.). Retrieved October 7, 2017,
from https://www.boardingschools.com/school-profile/peddie-school

Loudenback, E. M. (2016, February 17). The 50 most elite boarding schools in America. Retrieved
October 15, 2017, from http://www.businessinsider.com/most-elite-boarding-schools-in-america-
2016-2/#50-st-annes-belfield-school-1

Phillips Academy. (n.d.). Retrieved October 15, 2017,
from http://www.andover.edu/Pages/default.aspx

Phillips Exeter Academy Exeter. (n.d.). Retrieved October 15, 2017, from https://www.exeter.edu/

St. Paul's School. (n.d.). Retrieved October 15, 2017, from https://www.sps.edu/page

Deerfield Academy. (n.d.). Retrieved October 15, 2017, from https://deerfield.edu/

New England Coed Boarding School in Groton MA. (n.d.). Retrieved October 15, 2017,
from http://www.groton.org/

The Lawrenceville School. (n.d.). Retrieved October 15, 2017,
from https://www.lawrenceville.org/page

Milton Academy. (n.d.). Retrieved October 15, 2017, from http://www.milton.edu/

Choate Rosemary Hall. (n.d.). Retrieved October 15, 2017, from http://www.choate.edu/

The Hotchkiss School | An independent coeducational boarding school located in Lakeville,
Connecticut, founded in 1891. (n.d.). Retrieved October 15, 2017,
from http://www.hotchkiss.org/

School, M. (n.d.). - Middlesex School. Retrieved October 15, 2017,
from http://www.mxschool.edu/

Peddie School. (n.d.). Retrieved October 15, 2017, from http://www.peddie.org/

Kent School. (n.d.). Retrieved October 15, 2017, from http://www.kent-school.edu/

All-Girls Private Boarding High School in Troy, NY. (n.d.). Retrieved October 15, 2017,
from https://www.emmawillard.org/page

Home - Taft School. (n.d.). Retrieved October 15, 2017, from http://www.taftschool.org/

Schedule “A” USA Boarding Schools Page 41 of 42
Independent Boarding and Day School. (n.d.). Retrieved October 15, 2017,
from http://www.concordacademy.org/

The Stony Brook School | Private School in Stony Brook, NY. (n.d.). Retrieved October 15, 2017,
from http://www.stonybrookschool.org/

The Loomis Chaffee School | Co-ed Independent Boarding School in CT. (n.d.). Retrieved
October 15, 2017, from http://www.loomischaffee.org/

St. Andrew's School. (n.d.). Retrieved October 15, 2017, from http://www.standrews-de.org/

Explore The Hill. (n.d.). Retrieved October 15, 2017, from http://www.thehill.org/

Mercersburg Academy – Pennsylvania Boarding School, Private School, PA. (n.d.). Retrieved
October 15, 2017, from http://www.mercersburg.edu/

Schedule “A” USA Boarding Schools Page 42 of 42
Appendix  C  –  Income  Statement  
 
Gordonstoun  Nova  Scotia
Financial  Projection
Income  Statement

Year  1 Year  2 Year  3
Revenue
Normal  enrollment  revenue                40,680,000                41,493,600                42,323,472
Subscriptions  &  transfers                    3,000,000
                     3,000,000
                             450,000
Sports  and  extra  circular  fees                            832,500                            849,150                            866,133
Summer  student  enrollment                    1,356,000
                     1,383,120
                     1,410,782
 
               45,868,500                46,725,870                45,050,387

Expenses
Gordonstoun  economic  return                    1,448,561
                     1,477,532
                     1,507,082
 
Salaries
Teaching                10,088,640                10,290,413                10,496,221
Other                    6,515,580
                     6,645,892
                     6,778,809
 
Pensions                            168,144                            171,507                            174,937
Teaching  cost                    2,227,908
                     2,272,466
                     2,317,915
 
Maintenance                    2,017,728
                     2,058,083
                     2,099,244
 
Marketing,  administration,  alumni                    1,429,224
                     1,457,808
                     1,486,965
 
Refectory,  foods  &  non-­‐foods                    5,885,040
                     6,002,741
                     6,122,796
 
Utilities                    1,471,260
                     1,500,685
                     1,530,699
 
Insurance                            672,576                            686,028                            699,748
Domestic  &  welfare                            168,144                            171,507                            174,937
Adminstration  costs                            588,504                            600,274                            612,280
Property  tax                            150,000                            150,000                            150,000
Other  costs                            714,612                            728,904                            743,482
               33,545,921                34,213,839                34,895,116

Earnings  before  income  tax,  depreciation  &  amortization                12,322,579                12,512,031                10,155,272

Interest  senior  debt                            861,947                    1,515,643
                     1,461,172
 
Interest  subordinated  debt                            194,493                            348,698                            348,698
Depreciation  &  amortization                            486,233                    1,343,392
                     1,627,952
 
Income  tax                                            -­‐                                              -­‐                                              -­‐  
                   1,542,673
                     3,207,733
                     3,437,823
 

Excess  of  Revenue  over  expenses                10,779,906                    9,304,298                    6,717,449

Unrestricted  net  assets  beginning  of  year                                            -­‐                  10,779,906                20,084,205
Excess  of  Revenue  over  expenses                10,779,906                    9,304,298                      6,717,449
 
Unrestricted  net  assets  end  of  year                10,779,906                20,084,205                26,801,653
 

116  

 
Appendix  D  –  Balance  Sheet  
 
Gordonstoun  Nova  Scotia
Financial  Projection
Balance  Sheet

Year  1 Year  2 Year  3

CURRENT
Cash 3,872,750 6,787,496 8,762,821
Accounts  receivable                        628,336                        640,080                        617,129
4,501,086 7,427,576 9,379,950

Capital  assets            31,929,277            56,286,776            58,702,223

           36,430,363            63,714,352            68,082,173

CURRENT
Accounts  payable                2,067,973                2,108,962                2,150,772
Current  portion  of  long  term  debt                1,591,096                2,852,609                2,852,609
               3,659,069                4,961,571                5,003,381

Long  term  debt            19,560,225            34,309,846            31,918,409
Subordinated  debt                2,431,163                4,358,730                4,358,730
           21,991,388            38,668,576            36,277,139

Unrestricted  net  assets            10,779,906            20,084,205            26,801,653

           36,430,363            63,714,352            68,082,173
 
 

117  

 
Appendix  E  –  Statement  of  Cash  Flows  
 
Gordonstoun  Nova  Scotia
Financial  Projection
Statement  of  Cash  Flow

Year  1 Year  2 Year  3

Net  income 10,779,906 9,304,298 6,717,449
Depreciation  &  amortization 486,233 1,343,392 1,627,952
Change  in  working  capital 1,439,637 29,245 64,761

Cash  from  operations 12,705,776 10,676,935 8,410,162

Cash  flows  from  investing
Purchase  of  fixed  assets -­‐32,415,510   -­‐25,700,890   -­‐4,043,400  

Cash  from  investing -­‐32,415,510   -­‐25,700,890   -­‐4,043,400  

Cash  flows  from  financing
Issuance  of  senior  debt 21,880,469    17,348,101                            -­‐
Issuance  of  subordinated  debt 2,431,163 1,927,567                            -­‐
Repayment  of  long  term  debt -­‐729,149   -­‐1,336,966   -­‐2,391,437  

Cash  from  financing 23,582,484 17,938,701 -­‐2,391,437  

Net  cash  flow  for  the  year 3,872,750 2,914,746 1,975,325
Cash  beginning  of  year                                -­‐ 3,872,750 6,787,496
Cash  end  of  year 3,872,750 6,787,496 8,762,821
 

118