Nonprofit · EIN 06-0910420
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
Tax-exempt · WALLINGFORD, CT 06492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $99,339,717 | $105,213,000 | -$5,873,283 | $925,940,039 | $94,304,817 | $831,635,222 |
| June 30, 2024 | 990 | $105,173,140 | $99,937,721 | $5,235,419 | $862,290,013 | $95,376,943 | $766,913,070 |
| June 30, 2023 | 990 | $87,900,086 | $92,263,460 | -$4,363,374 | $800,631,810 | $89,963,524 | $710,668,286 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $31,207,355
- Program service revenue
- $65,085,968
- Investment income
- $2,888,107
- Net gain from sales of assets
- $50,061
- Net income from sales of inventory
- -$70,731
- Other revenue
- $158,287
Expenses
- Grants and similar amounts paid
- $15,532,352
- Compensation of officers, directors and key employees
- $1,509,508
- Other salaries and wages
- $28,497,014
- Salaries, compensation and benefits (total)
- $43,373,797
- Professional fundraising fees
- $0
- Legal fees
- $135,784
- Accounting fees
- $89,838
- Occupancy
- $2,163,122
- Travel
- $2,191,829
- Depreciation
- $13,113,488
- Program services (functional)
- $90,799,373
- Management and general (functional)
- $8,828,285
- Fundraising (functional)
- $5,585,342
Balance sheet and other
- Total assets, start of year
- $862,290,013
- Total assets, end of year
- $925,940,039
- Total liabilities, end of year
- $94,304,817
- Net assets, end of year
- $831,635,222
- Land, buildings and equipment
- $207,939,497
- Publicly traded securities
- $61,550,981
- Net assets without donor restrictions
- $343,509,393
- Net assets with donor restrictions
- $488,125,829
- Gross unrelated business income
- $644,531
- Gross receipts
- $158,706,727
- Employees
- 617
- Volunteers
- 578
- Year formed
- 1974
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDER D CURTIS | HEAD OF SCHOOL Trustee or director, Officer | 60 | $851,161 | $226,839 |
| PATRICK T DURBIN | CHIEF FINANCIAL OFFICER Officer | 60 | $343,794 | $108,417 |
| ANNE BERGEN | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 60 | $339,573 | $77,557 |
| JENNIFER ELLIOTT | HEAD OF STUDENT AND ACADEM Highest-paid employee | 60 | $294,693 | $100,542 |
| HEATHER CORDES | DIRECTOR OF ANNUAL GIVING Highest-paid employee | 40 | $227,959 | $42,307 |
| KATHRYN LEVESQUE | DEAN OF FACULTY Highest-paid employee | 60 | $206,072 | $57,250 |
| JEFFREY BEATON | CHIEF ENROLLMENT OFFICER Highest-paid employee | 60 | $188,303 | $69,621 |
| DANYA ALSAADY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARC E BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SETH J BRUFSKY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YAHONNES S CLEARY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH M FERREIRA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHERINE B FORREST | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID FRAZE | TRUSTEE Trustee or director | 2 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIRSTEN M GARLINGHOUSE | TRUSTEE Trustee or director | 2 | $0 |
| GUNTHER S HAMM | TRUSTEE Trustee or director | 2 | $0 |
| ELIZABETH A HOGAN | TRUSTEE Trustee or director | 2 | $0 |
| JUNGWOOK RYAN HONG | TRUSTEE Trustee or director | 2 | $0 |
| KELLY GREEN KAHN | TRUSTEE Trustee or director | 2 | $0 |
| DANIEL G KELLY JR | TRUSTEE Trustee or director | 2 | $0 |
| PATIENCE P MCDOWELL | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTIAN B MCGRATH | TRUSTEE Trustee or director | 2 | $0 |
| TAKASHI MURATA | TRUSTEE Trustee or director | 2 | $0 |
| GEORGE F PYNE IV | TRUSTEE Trustee or director | 2 | $0 |
| M ANNE SA'ADAH | TRUSTEE Trustee or director | 2 | $0 |
| JULIAN C SALISBURY | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDER D CURTIS | HEAD OF SCHOOL Trustee or director, Officer | 60 | $745,680 | $222,049 |
| PATRICK T DURBIN | CHIEF FINANCIAL OFFICER Officer | 60 | $317,460 | $133,301 |
| JENNIFER ELLIOTT | HEAD OF STUDENT AND ACADEMIC LIFE Highest-paid employee | 60 | $269,779 | $84,476 |
| ANNE BERGEN | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 60 | $283,591 | $68,047 |
| MARI JONES | DIR. OF DEV. & ALUMNI RELATIONS Highest-paid employee | 40 | $301,516 | $43,834 |
| KATHRYN LEVESQUE | DEAN OF FACULTY Highest-paid employee | 60 | $203,672 | $55,525 |
| MARIAM COHEN JENNINGS | MEDICAL DIRECTOR Highest-paid employee | 40 | $196,893 | $57,349 |
| DANYA ALSAADY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAROLINE T BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARC E BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SETH J BRUFSKY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YAHONNES S CLEARY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGE F COLONY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH M FERREIRA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHERINE B FORREST | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID FRAZE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KIRSTEN M GARLINGHOUSE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GUNTHER S HAMM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH A HOGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JUNGWOOK RYAN HONG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KELLY GREEN KAHN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL G KELLY JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTIAN B MCGRATH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TAKASHI MURATA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGE F PYNE IV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| M ANNE SA'ADAH | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDER D CURTIS | HEAD OF SCHOOL Trustee or director, Officer | 60 | $613,108 | $231,487 |
| DANIEL C COURCEY | CHIEF DEVELOPMENT OFFICER (UNTIL 7/22) Key employee | 60 | $592,077 | $71,009 |
| PATRICK T DURBIN | CHIEF FINANCIAL OFFICER Officer | 60 | $301,594 | $96,360 |
| MARI JONES | DIRECTOR DEVELOPMENT & ALUMNI RELATIONS Highest-paid employee | 40 | $212,759 | $60,191 |
| KATHRYN LEVESQUE | DEAN OF FACULTY Highest-paid employee | 60 | $208,314 | $57,325 |
| ALISON CADY | CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 60 | $176,046 | $79,677 |
| MIRIAM COHEN JENNINGS | MEDICAL DIRECTOR Highest-paid employee | 40 | $196,012 | $56,807 |
| BENJAMIN SZALEWICZ | DIRECTOR OF FACILITIES SERVICES Highest-paid employee | 40 | $171,049 | $53,368 |
| DANYA ALSAADY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KENNETH G BARTELS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAROLINE T BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARC E BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SETH J BRUFSKY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YAHONNES S CLEARY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGE F COLONY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH M FERREIRA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHERINE B FORREST | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID FRAZE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KIRSTEN M GARLINGHOUSE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GUNTHER S HAMM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH A HOGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JUNGWOOK RYAN HONG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KELLY GREEN KAHN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL G KELLY JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VANESSA KONG KERZNER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES A LEBOVITZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTIAN B MCGRATH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TAKASHI MURATA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGE F PYNE IV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| M ANNE SA'ADAH | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 CHRISTIAN ST, WALLINGFORD, CT 06492-3818
- Principal officer (990 for 2024)
- ALEXANDER CURTIS, 333 CHRISTIAN STREET, WALLINGFORD, CT 064923818
- Signed the 990
- PATRICK DURBIN, CHIEF FINANCIAL OFFICER
- Phone
- (203) 697-2676
- Website
- WWW.CHOATE.EDU
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION TO APPROXIMATELY 850 STUDENTS PER YEAR.
Program accomplishments
- THE SCHOOL EDUCATES (ACADEMICALLY, RESIDENTIALLY AND ATHLETICALLY) APPROXIMATELY 850 STUDENTS THROUGH THE EFFORTS OF DEDICATED FACULTY AND STAFF.Expenses $35,060,053 · revenue $65,085,968
- THE SCHOOL MAINTAINS ABOUT 1.4 MILLION SQUARE FEET OF RESIDENTIAL, ACADEMIC AND ATHLETIC SPACE FOR A COMMUNITY OF OVER 1,000 MEMBERS. THE MAJORITY OF THIS EXPENSE REFLECTS THE DEPRECIATION ON THE SCHOOL PROPERTY, PLANT AND EQUIPMENT, WHICH HAS A CURRENT ACCOUNTING VALUE OF $207.9 MILLION.Expenses $24,264,141
- THE SCHOOL DISCOUNTS TUITION IN THE FORM OF FINANCIAL AID AT AN APPROXIMATE RATE OF 27.09% IN AN EFFORT TO RECRUIT AND RETAIN THE MOST TALENTED STUDENT BODY. THE SCHOOL RECOGNIZES THAT A DIVERSE STUDENT BODY BETTERS THE OVERALL EXPERIENCE FOR ALL INVOLVED, AND THAT WHILE NOT EVERYONE CAN CONTRIBUTE FINANCIALLY IN TERMS OF TUITION, EVERYONE HAS SOMETHING TO OFFER THE CHOATE ROSEMARY HALL COMMUNITY.Expenses $15,532,352 · grants $15,532,352
- MANAGEMENT FEES FOR FOOD SERVICE AND HOUSEKEEPING EXPENSESExpenses $15,942,827
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0910420
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $925,940,039
- Income (IRS master file)
- $158,706,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $99,339,717 | $105,213,000 | $925,940,039 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $105,173,140 | $99,937,721 | $862,290,013 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $87,900,086 | $92,263,460 | $800,631,810 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $101,520,854 | $86,645,059 | $781,507,671 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0910420).
Questions about CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
- What is the EIN of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED?
- The employer identification number (EIN) of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED is 06-0910420.
- Is CHOATE ROSEMARY HALL FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to CHOATE ROSEMARY HALL FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHOATE ROSEMARY HALL FOUNDATION INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHOATE ROSEMARY HALL FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED?
- The 990 for the year ended June 30, 2025 names ALEXANDER CURTIS.
- Who are the officers and directors of CHOATE ROSEMARY HALL FOUNDATION INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 27 people; 7 received compensation from the organization, the highest $851,161 (ALEXANDER D CURTIS, HEAD OF SCHOOL).
- How much revenue does CHOATE ROSEMARY HALL FOUNDATION INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $99,339,717, expenses of $105,213,000 and total assets of $925,940,039 at year end.
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